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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC7+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $10,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 11-1000111 | Other Fees | $5,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,776 | $105,210+5.3% | $159,487-30.5% | $85,851+29.0% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 8.87% | 45.08%-36.2pp | 263.71%-254.8pp | 318.63%-309.8pp |
| Employer contribution / active EE | $1,270 | $3,319-61.7% | $4,831-73.7% | $2,565-50.5% |
| Participant deferral / active EE | $5,679 | $5,946-4.5% | $7,354-22.8% | $3,952+43.7% |
| Admin fee / account holder | $20,799 | $6,934+199.9% | $10,804+92.5% | $6,261+232.2% |