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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $8,935 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $7,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,126 | $129,021-95.3% | $184,203-96.7% | $77,643-92.1% |
| Participation rate | 34.9% | 87.3%-52.4pp | 86.8%-51.9pp | 70.6%-35.6pp |
| Annual return | 9.71% | 33.27%-23.6pp | 28.81%-19.1pp | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $671 | $7,297-90.8% | $9,131-92.7% | $4,647-85.6% |
| Admin fee / account holder | $48 | $254-81.1% | $13,901-99.7% | $430-88.9% |