Filed November 16, 2005 (most recent of 8 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $64,519 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,725 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN & GRAHAM, & COMPANY P.C Service code 10 · EIN 75-1386677 | Accounting | $13,500 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,406 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,661 | $79,523-18.7% | $140,016-53.8% | $56,287+14.9% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+11.9pp | 69.9%+29.5pp |
| Annual return | -5.00% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,586 | $3,350-52.7% | $5,606-71.7% | $2,111-24.9% |
| Participant deferral / active EE | $4,266 | $5,129-16.8% | $6,927-38.4% | $3,350+27.3% |
| Admin fee / account holder | $446 | $614-27.4% | $10,705-95.8% | $521-14.4% |