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| Provider | Service type | Compensation |
|---|---|---|
HIGGINS, MARCUS & LOVETT, INC.1+ years Filed as: HIGGINS, MARCUS, LOVETT INC. Service code 99 · EIN 95-3613282 | Other Fees | $10,854 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,961 | $72,177+3.9% | $115,038-34.8% | $59,633+25.7% |
| Participation rate | 54.8% | 72.6%-17.7pp | 81.4%-26.5pp | 68.7%-13.8pp |
| Annual return | 4.60% | 12.02%-7.4pp | 26.14%-21.5pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $1,203 | $2,841-57.6% | $4,608-73.9% | $2,203-45.4% |
| Participant deferral / active EE | $3,526 | $4,783-26.3% | $6,026-41.5% | $3,192+10.5% |
| Admin fee / account holder | $28 | $4,927-99.4% | $8,175-99.7% | $4,297-99.3% |