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 | $49,975 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $48,158 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Recordkeepi... | $23,693 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,986 | $78,419+2.0% | $133,971-40.3% | $73,412+9.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.8%+13.0pp | 72.2%+20.7pp |
| Annual return | 11.67% | 33.35%-21.7pp | 45.09%-33.4pp | 59.30%-47.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,579 | $3,925+42.1% | $5,047+10.5% | $3,806+46.6% |
| Admin fee / account holder | $82 | $161-49.4% | $8,929-99.1% | $158-48.3% |