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| Provider | Service type | Compensation |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS4+ years Service code 15 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Recordkeeping | $83,462 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $34,751 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $10,365 |
Filed as: GREST WEST LIFE & ANNUITY Service code 27 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,845 | $33,780-70.9% | $74,551-86.8% | $75,289-86.9% |
| Participation rate | 67.8% | 62.7%+5.1pp | 69.1%-1.4pp | 72.4%-4.6pp |
| Annual return | -0.24% | -1.24%+1.0pp | 32.53%-32.8pp | -0.04%-0.2pp |
| Employer contribution / active EE | $319 | $845-62.2% | $1,961-83.7% | $2,405-86.7% |
| Participant deferral / active EE | $2,354 | $1,890+24.6% | $3,108-24.3% | $3,739-37.0% |
| Admin fee / account holder | $67 | $86-22.3% | $5,059-98.7% | $102-34.4% |