Filed February 24, 2012 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,605 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,364 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $95,979-100.0% | $74,549-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -90.61% | 56.98%-147.6pp | 32.54%-123.2pp | 519.81%-610.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,523-100.0% | $5,059-100.0% | $10,828-100.0% |