Filed May 7, 1996
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.
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 FINANCIAL GROUP Service code 51 · EIN 61-1758632 24 E COTA ST · SANTA BARBARA, CA 931011665 | Investment Mgmt Fees | $13,694 |
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INSUARNCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $9,339 |
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 | $90,742 | $48,337+87.7% | $67,560+34.3% | $80,959+12.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.67% | 18.26%-7.6pp | 3533.50%-3522.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,574 | $2,023+27.3% | $2,737-5.9% | $2,757-6.6% |
| Participant deferral / active EE | $2,065 | $2,928-29.5% | $4,004-48.4% | $4,300-52.0% |
| Admin fee / account holder | $160 | $3,695-95.7% | $3,994-96.0% | $6,925-97.7% |