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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 | $32,740 |
STOWE & DEGON, LLC3 years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $5,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,924 | $65,437+57.3% | $86,698+18.7% | $66,949+53.7% |
| Participation rate | 78.3% | 75.5%+2.8pp | 76.6%+1.7pp | 69.8%+8.5pp |
| Annual return | -18.53% | -10.91%-7.6pp | 35.96%-54.5pp | 1.57%-20.1pp |
| Employer contribution / active EE | $1,780 | $2,154-17.4% | $2,837-37.3% | $2,545-30.1% |
| Participant deferral / active EE | $7,511 | $4,102+83.1% | $4,656+61.3% | $4,239+77.2% |
| Admin fee / account holder | -$0 | $642-100.0% | $7,492-100.0% | $594-100.0% |