Filed March 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $58,422 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,131 |
Filed as: FRASIER, DEAN & HOWARD P Service code 10 · EIN 62-1073578 | Accounting | $6,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,723 | $67,228-12.7% | $117,861-50.2% | $77,958-24.7% |
| Participation rate | 93.6% | 79.4%+14.2pp | 79.7%+14.0pp | 71.6%+22.0pp |
| Annual return | 15.09% | 19.13%-4.0pp | 335.11%-320.0pp | 20.87%-5.8pp |
| Employer contribution / active EE | $201 | $2,211-90.9% | $3,786-94.7% | $2,310-91.3% |
| Participant deferral / active EE | $2,888 | $3,653-20.9% | $4,482-35.6% | $3,537-18.3% |
| Admin fee / account holder | $45 | $76-40.1% | $8,021-99.4% | $97-53.4% |