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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,487 | $23,224-54.8% | $71,089-85.2% | $55,725-81.2% |
| Participation rate | 60.1% | 37.9%+22.3pp | 54.6%+5.5pp | 70.9%-10.7pp |
| Annual return | -1.07% | -2.87%+1.8pp | 650.65%-651.7pp | 244.93%-246.0pp |
| Employer contribution / active EE | $869 | $436+99.1% | $1,088-20.1% | $2,078-58.2% |
| Participant deferral / active EE | $770 | $929-17.1% | $1,873-58.9% | $3,356-77.1% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |