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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN PROFESSIONALS, INC.1+ years Filed as: PENSION PLAN PROFESSIONALS, INC Service code 13 | Contract Administrator | $1,098 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $416 |
BLACK CREEK RETIREMENT PLANS1+ years Filed as: BLACK CREEK RETIREMENT PLANS, INC. Service code 13 · EIN 46-2954318 6817 SOUTHPOINT PKWY STE 402 · JACKSONVILLE, FL 32216 | Contract Administrator | $50 |
PENSION PLAN PROFESSIONALS, INC.1+ years Service code 13 11555 CENTRAL PARKWAY #1004 · JACKSONVILLE, FL 32224 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,838 | $33,914-20.9% | $63,412-57.7% | $52,331-48.7% |
| Participation rate | 39.4% | 59.6%-20.2pp | 67.1%-27.7pp | 68.1%-28.7pp |
| Annual return | -1.13% | 3.22%-4.4pp | 4.04%-5.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $444 | $1,121-60.4% | $1,814-75.5% | $1,882-76.4% |
| Participant deferral / active EE | $1,681 | $1,733-3.0% | $2,496-32.6% | $3,022-44.4% |
| Admin fee / account holder | $5 | $353-98.5% | $3,753-99.9% | $592-99.1% |