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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,961 |
Service code 16 | Consulting | $34,598 |
BLACK CREEK RETIREMENT PLANS4+ years Service code 16 · EIN 46-2954318 165 WELLS ROAD, SUITE 406 · ORANGE PARK, FL 32073 | Consulting | $10,381 |
Filed as: INDEPENDENT FIDUCIARY CONSULTANT Service code 26 · EIN 61-1758632 | Advisory (Participants) | $10,068 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $30 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,907 | $54,237-72.5% | $90,300-83.5% | $67,579-77.9% |
| Participation rate | 55.9% | 68.6%-12.7pp | 73.3%-17.4pp | 71.3%-15.4pp |
| Annual return | 20.37% | 37.27%-16.9pp | 78.11%-57.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $607 | $1,846-67.1% | $2,854-78.7% | $2,148-71.7% |
| Participant deferral / active EE | $879 | $2,625-66.5% | $3,884-77.4% | $3,539-75.2% |
| Admin fee / account holder | $136 | $123+10.5% | $5,353-97.5% | $142-4.2% |