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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6817 SOUTHPOINT PARKWAY #402 · JACKSONVILLE, FL 32216 | Contract Administrator | $5,540 |
BLACK CREEK RETIREMENT PLANS2+ years Filed as: BLACK CREEK RETIREMENT PLANS, INC. Service code 13 | Contract Administrator | $814 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $733 |
PENSION PLAN PROFESSIONALS, INC.2+ years Filed as: PENSION PLAN PROFESSIONALS, INC Service code 13 | Contract Administrator | $599 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
PENSION PLAN PROFESSIONALS, INC.2+ years Service code 13 11555 CENTRAL PARKWAY #1004 · JACKSONVILLE, FL 32224 | Contract Administrator | -$227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,365 | $36,694-9.1% | $40,145,923-99.9% | $55,167-39.5% |
| Participation rate | 39.5% | 57.2%-17.7pp | 68.4%-28.9pp | 69.0%-29.5pp |
| Annual return | 35.03% | 10.16%+24.9pp | 5.24%+29.8pp | 169.23%-134.2pp |
| Employer contribution / active EE | $544 | $1,135-52.1% | $1,844-70.5% | $1,963-72.3% |
| Participant deferral / active EE | $1,788 | $1,679+6.5% | $2,591-31.0% | $3,054-41.5% |
| Admin fee / account holder | $57 | $175-67.2% | $2,903-98.0% | $504-88.6% |