Filed January 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 13 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Contract Administrator | $15,781 |
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 70 COMMERCIAL ST · CONCORD, NH 033015094 | Accounting | $11,500 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,057 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,890 | $60,504-14.2% | $81,882-36.6% | $74,478-30.3% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.4%+22.6pp | 67.2%+27.8pp |
| Annual return | 11.85% | 16.91%-5.1pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,621 | $2,627-38.3% | $2,916-44.4% | $2,626-38.3% |
| Participant deferral / active EE | $2,386 | $3,400-29.8% | $4,323-44.8% | $4,350-45.2% |
| Admin fee / account holder | $166 | $1,492-88.9% | $7,360-97.7% | $1,946-91.5% |