Filed June 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $33,818 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,591 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,228 | $50,919+85.1% | $155,556-39.4% | $77,762+21.2% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 14.81% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $3,630 | $1,991+82.3% | $4,675-22.4% | $2,728+33.0% |
| Participant deferral / active EE | $5,243 | $2,824+85.6% | $5,631-6.9% | $4,651+12.7% |
| Admin fee / account holder | $42 | $437-90.4% | $15,885-99.7% | $433-90.3% |