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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING5 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $55,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $43,327 |
PACKER THOMAS7 years Service code 10 · EIN 34-1667340 | Accounting | $42,201 |
MEYER, UNKOVIC & SCOTT8 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $27,011 |
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 23-2148108 | Contract Administrator | $18,000 |
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 | $144,706 | $88,479+63.5% | $96,515+49.9% | $80,157+80.5% |
| Participation rate | 50.6% | 79.9%-29.3pp | 74.3%-23.7pp | 72.9%-22.3pp |
| Annual return | 17.21% | 22.53%-5.3pp | 35.73%-18.5pp | 40.39%-23.2pp |
| Employer contribution / active EE | $3,562 | $4,177-14.7% | $3,740-4.7% | $2,977+19.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $263 | $211+24.2% | $6,735-96.1% | $145+81.2% |