Filed July 18, 2018 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $71,906 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA ST, STE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $8,501 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 PO BOX 1869 · BRENTWOOD, TN 370241869 | Accounting | $5,500 |
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 | $192,416 | $113,568+69.4% | $67,560+184.8% | $200,096-3.8% |
| Participation rate | 77.1% | 73.3%+3.7pp | 72.9%+4.1pp | 72.0%+5.1pp |
| Annual return | 11.03% | 15.88%-4.9pp | 3533.50%-3522.5pp | 34.26%-23.2pp |
| Employer contribution / active EE | $5,893 | $3,409+72.9% | $2,737+115.3% | $3,038+94.0% |
| Participant deferral / active EE | $6,722 | $4,163+61.5% | $4,004+67.9% | $5,090+32.1% |
| Admin fee / account holder | $48 | $102-52.7% | $3,994-98.8% | $269-82.0% |