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 | $67,055 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,464 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, GRAHAM & COMPANY, PC Service code 10 · EIN 75-1386677 | Accounting | $14,200 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,860 | $98,982-17.3% | $162,171-49.5% | $65,185+25.6% |
| Participation rate | 65.9% | 85.8%-19.8pp | 87.6%-21.6pp | 70.2%-4.3pp |
| Annual return | 21.55% | 24.84%-3.3pp | 115.60%-94.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,118 | $3,467-67.8% | $5,613-80.1% | $2,177-48.7% |
| Participant deferral / active EE | $3,044 | $5,384-43.5% | $7,297-58.3% | $3,514-13.4% |
| Admin fee / account holder | $618 | $596+3.7% | $10,843-94.3% | $847-27.0% |