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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,049 | $101,591-55.7% | $147,096-69.4% | $74,429-39.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.53% | 8746.45%-8729.9pp | 419.75%-403.2pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $4,211 | $3,813+10.5% | $4,936-14.7% | $2,625+60.4% |
| Participant deferral / active EE | $4,934 | $7,302-32.4% | $8,071-38.9% | $4,348+13.5% |
| Admin fee / account holder | $36 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |