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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $34,495 |
STOWE & DEGON, LLC2 years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $11,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,644 | $84,936+35.0% | $111,308+3.0% | $79,391+44.4% |
| Participation rate | 90.6% | 75.9%+14.7pp | 77.3%+13.2pp | 70.7%+19.9pp |
| Annual return | 16.06% | 17.45%-1.4pp | 54.67%-38.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $3,717 | $1,979+87.8% | $2,732+36.1% | $2,428+53.1% |
| Participant deferral / active EE | $8,383 | $3,888+115.6% | $4,487+86.8% | $4,046+107.2% |
| Admin fee / account holder | $45 | $537-91.7% | $7,965-99.4% | $627-92.8% |