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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $99,120 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $73,744 |
Service code 15 · EIN 82-2682147 | Recordkeeping | $14,707 |
BLACK CREEK RETIREMENT PLANS10+ years Service code 15 · EIN 46-2954318 165 WELLS ROAD, SUITE 406 · ORANGE PARK, FL 32073 | Recordkeeping | $14,070 |
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 | $16,870 | $51,878-67.5% | $68,368-75.3% | $79,634-78.8% |
| Participation rate | 82.1% | 53.7%+28.4pp | 73.8%+8.4pp | 62.5%+19.7pp |
| Annual return | 15.52% | 137.43%-121.9pp | 292.57%-277.1pp | 36.46%-20.9pp |
| Employer contribution / active EE | $849 | $1,931-56.0% | $2,649-68.0% | $2,529-66.4% |
| Participant deferral / active EE | $1,294 | $2,577-49.8% | $4,123-68.6% | $3,835-66.3% |
| Admin fee / account holder | $49 | $942-94.8% | $5,150-99.0% | $1,002-95.1% |