Filed March 17, 2017 (most recent of 2 filings on file)
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, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $60,106 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,534 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 33 · EIN 04-3532603 | Securities brokerage; Account mainten... | $7,539 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $6,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,608 | $62,267-12.3% | $110,243-50.5% | $55,725-2.0% |
| Participation rate | 96.0% | 78.1%+17.8pp | 79.8%+16.1pp | 70.9%+25.1pp |
| Annual return | -5.91% | -1.07%-4.8pp | 314.76%-320.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,735 | $3,516+6.2% | $4,672-20.1% | $3,356+11.3% |
| Admin fee / account holder | $62 | $121-48.4% | $8,548-99.3% | $115-45.9% |