Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $28,022 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $21,252 |
Filed as: INDEPENDENT FIDUCIARY CONSULTING IN Service code 15 6501 ARLINGTON EXPRESSWAY · JACKSONVILLE, FL 32211 | Recordkeeping | $13,793 |
Filed as: BLACK CREEK RETIREMENT PLANS INC Service code 15 165 WELLS ROAD · ORANGE PARK, FL 32065 | Recordkeeping | $11,230 |
Filed as: PENSIONMARK FIN GROUP, LLC Service code 16 · EIN 61-7586325 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,847 | $56,540-59.6% | $185,851-87.7% | $86,821-73.7% |
| Participation rate | 58.4% | 65.5%-7.1pp | 81.7%-23.3pp | 72.3%-13.9pp |
| Annual return | 12.92% | 118.20%-105.3pp | 122.11%-109.2pp | 97.94%-85.0pp |
| Employer contribution / active EE | $951 | $1,844-48.5% | $5,168-81.6% | $2,406-60.5% |
| Participant deferral / active EE | $1,980 | $2,555-22.5% | $5,569-64.5% | $4,132-52.1% |
| Admin fee / account holder | $93 | $150-37.7% | $16,245-99.4% | $170-45.0% |