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| Provider | Service type | Compensation |
|---|---|---|
FORTUNE 3604 years Service code 26 82111 W BROWARD BLVD STE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $12,865 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,598 | $52,293-62.5% | $178,499-89.0% | $73,412-73.3% |
| Participation rate | 26.6% | 65.3%-38.8pp | 81.9%-55.4pp | 72.2%-45.6pp |
| Annual return | 14.41% | 34.75%-20.3pp | 151.10%-136.7pp | 59.30%-44.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,934 | $2,332-17.1% | $5,202-62.8% | $3,806-49.2% |
| Admin fee / account holder | $190 | $127+49.1% | $13,986-98.6% | $158+20.2% |