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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK SECURITIES LLC Service code 49 · EIN 81-2334025 | Other Services | $9,893 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,175 |
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 | $38,856 | $48,053-19.1% | $84,637-54.1% | $72,976-46.8% |
| Participation rate | 98.8% | 57.6%+41.3pp | 68.2%+30.6pp | 69.5%+29.3pp |
| Annual return | 25.26% | 37.39%-12.1pp | 258.82%-233.6pp | 81.02%-55.8pp |
| Employer contribution / active EE | $2,364 | $1,602+47.6% | $2,653-10.9% | $2,440-3.1% |
| Participant deferral / active EE | $7,871 | $2,681+193.6% | $3,900+101.8% | $3,608+118.2% |
| Admin fee / account holder | $9 | $3,395-99.7% | $4,914-99.8% | $5,124-99.8% |