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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING6 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $68,979 |
PACKER THOMAS8 years Service code 10 · EIN 34-1667340 | Accounting | $46,965 |
MEYER, UNKOVIC & SCOTT9 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $26,457 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Insurance services | $22,835 |
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 | $169,572 | $241,850-29.9% | $102,437+65.5% | $200,096-15.3% |
| Participation rate | 45.7% | 78.3%-32.6pp | 74.5%-28.8pp | 72.0%-26.3pp |
| Annual return | 14.32% | 17.67%-3.3pp | 24.95%-10.6pp | 34.26%-19.9pp |
| Employer contribution / active EE | $3,810 | $4,253-10.4% | $3,871-1.6% | $3,038+25.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $225 | $288-21.8% | $8,388-97.3% | $269-16.4% |