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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $10,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,703 | $62,715-43.1% | $104,299-65.8% | $66,949-46.7% |
| Participation rate | 90.9% | 59.6%+31.3pp | 73.3%+17.6pp | 69.8%+21.1pp |
| Annual return | -15.57% | -14.70%-0.9pp | 24.62%-40.2pp | 1.57%-17.1pp |
| Employer contribution / active EE | $573 | $1,976-71.0% | $3,373-83.0% | $2,545-77.5% |
| Participant deferral / active EE | $3,266 | $2,852+14.5% | $4,626-29.4% | $4,239-23.0% |
| Admin fee / account holder | $260 | $657-60.4% | $7,339-96.5% | $594-56.2% |