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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,842 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $22,007 |
BLACK CREEK RETIREMENT PLANS3 years Service code 16 · EIN 46-2954318 | Consulting | $13,840 |
Filed as: INDEPENDENT FIDUCIARY CONSULTANT Service code 26 · EIN 61-1758632 | Advisory (Participants) | $8,890 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $45 |
AXA EQUITABLE LIFE INSURANCE CO4+ 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 | $12,695 | $43,999-71.1% | $79,466-84.0% | $55,725-77.2% |
| Participation rate | 45.4% | 66.9%-21.6pp | 73.3%-28.0pp | 70.9%-25.5pp |
| Annual return | -5.02% | 1.81%-6.8pp | 718.28%-723.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $484 | $1,830-73.5% | $2,800-82.7% | $2,078-76.7% |
| Participant deferral / active EE | $689 | $2,538-72.9% | $3,704-81.4% | $3,356-79.5% |
| Admin fee / account holder | $170 | $118+44.6% | $5,104-96.7% | $115+47.6% |