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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $18,220 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $990 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $88,717 | $142,392-37.7% | $119,622-25.8% | $134,532-34.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -14.74% | -12.46%-2.3pp | -14.98%+0.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $9,927 | $5,224+90.0% | $4,232+134.6% | $4,741+109.4% |
| Participant deferral / active EE | $17,421 | $6,467+169.4% | $5,601+211.1% | $6,401+172.2% |
| Admin fee / account holder | $207 | $13,593-98.5% | $10,328-98.0% | $11,429-98.2% |