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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $97,351 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $74,261 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: INDEPENDENT FIDUCIARY CONSULTANT Service code 15 · EIN 61-1758632 12060 BAYONE ST. · JACKSONVILLE, FL 32224 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,098 | $65,960-68.0% | $81,844-74.2% | $77,736-72.9% |
| Participation rate | 71.3% | 65.8%+5.5pp | 72.4%-1.1pp | 70.6%+0.7pp |
| Annual return | 8.04% | 26.64%-18.6pp | 778.87%-770.8pp | 31.26%-23.2pp |
| Employer contribution / active EE | $1,084 | $2,375-54.4% | $2,916-62.8% | $2,728-60.3% |
| Participant deferral / active EE | $1,642 | $3,505-53.2% | $4,323-62.0% | $4,651-64.7% |
| Admin fee / account holder | $56 | $526-89.4% | $7,355-99.2% | $433-87.1% |