Filed February 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED ADVISORY CORP1 year Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $7,716 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,049 | $101,317-55.5% | $146,958-69.3% | $74,495-39.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.53% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,211 | $3,810+10.5% | $4,933-14.6% | $2,623+60.6% |
| Participant deferral / active EE | $4,934 | $7,303-32.4% | $8,070-38.9% | $4,346+13.5% |
| Admin fee / account holder | $36 | $1,739-97.9% | $12,998-99.7% | $1,942-98.2% |