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 | $6,900 |
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 70 COMMERCIAL ST · CONCORD, NH 033015094 | Accounting | $6,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,707 | $58,312-14.8% | $86,656-42.6% | $71,529-30.5% |
| Participation rate | 95.0% | 65.0%+30.0pp | 71.7%+23.3pp | 67.9%+27.1pp |
| Annual return | 15.65% | 24.08%-8.4pp | 593.09%-577.4pp | 28.97%-13.3pp |
| Employer contribution / active EE | $1,393 | $2,576-45.9% | $3,025-54.0% | $2,590-46.2% |
| Participant deferral / active EE | $2,672 | $3,439-22.3% | $4,439-39.8% | $4,291-37.7% |
| Admin fee / account holder | $63 | $1,057-94.1% | $5,619-98.9% | $1,588-96.0% |