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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,772 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $26,140 |
BLACK CREEK RETIREMENT PLANS2 years Service code 16 · EIN 46-2954318 | Consulting | $12,572 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $60 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,774 | $46,100-72.3% | $86,582-85.2% | $69,631-81.7% |
| Participation rate | 46.3% | 67.2%-20.8pp | 73.5%-27.2pp | 70.7%-24.3pp |
| Annual return | 19.58% | 21.02%-1.4pp | 965.08%-945.5pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $342 | $1,850-81.5% | $2,839-87.9% | $2,032-83.2% |
| Participant deferral / active EE | $606 | $2,432-75.1% | $3,609-83.2% | $3,224-81.2% |
| Admin fee / account holder | $161 | $94+71.4% | $4,904-96.7% | $110+45.6% |