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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,270 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 75 ROWLAND WAY STE 330 · NOVATO, CA 94945 | Advisory (Plan) | $6,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,717 | $48,064-67.3% | $78,775-80.0% | $69,634-77.4% |
| Participation rate | 23.0% | 61.6%-38.5pp | 69.2%-46.1pp | 70.7%-47.6pp |
| Annual return | 22.18% | 21.81%+0.4pp | 35.62%-13.4pp | 27572.26%-27550.1pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,576 | $2,079-24.2% | $2,958-46.7% | $3,224-51.1% |
| Admin fee / account holder | $71 | $152-53.0% | $5,132-98.6% | $110-35.4% |