Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $40,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,155 | $79,184+53.0% | $102,438+18.3% | $74,546+62.5% |
| Participation rate | 75.6% | 74.8%+0.8pp | 76.5%-0.9pp | 67.2%+8.4pp |
| Annual return | 17.81% | 54.95%-37.1pp | 29.37%-11.6pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $2,880 | $2,362+21.9% | $3,024-4.8% | $2,624+9.7% |
| Participant deferral / active EE | $7,544 | $4,414+70.9% | $5,054+49.3% | $4,347+73.5% |
| Admin fee / account holder | -$33 | $2,001-101.7% | $9,448-100.4% | $1,944-101.7% |