Filed March 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,076 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,140 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,027 |
Filed as: SOUTHWESTERN/GREAT AMERI Service code 10 · EIN 62-1073578 | Accounting | $12,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,669 | $107,378-40.7% | $108,582-41.4% | $57,658+10.4% |
| Participation rate | 79.4% | 77.1%+2.3pp | 79.6%-0.1pp | 70.2%+9.2pp |
| Annual return | 5.00% | 12.80%-7.8pp | -51.70%+56.7pp | 5.13%-0.1pp |
| Employer contribution / active EE | $285 | $1,782-84.0% | $3,758-92.4% | $1,974-85.5% |
| Participant deferral / active EE | $2,731 | $3,221-15.2% | $4,311-36.7% | $3,061-10.8% |
| Admin fee / account holder | $46 | $108-57.6% | $7,645-99.4% | $95-51.3% |