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 | Recordkeeping and information managem... | $31,711 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,544 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $83,495 | $47,173+77.0% | $149,740-44.2% | $74,478+12.1% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.5pp |
| Annual return | 48.78% | 22.75%+26.0pp | 134.51%-85.7pp | 34.37%+14.4pp |
| Employer contribution / active EE | $1,256 | $1,903-34.0% | $4,821-74.0% | $2,637-52.4% |
| Participant deferral / active EE | $4,903 | $2,730+79.6% | $5,683-13.7% | $4,530+8.2% |
| Admin fee / account holder | $41 | $343-88.1% | $13,222-99.7% | $347-88.2% |