Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $2,774 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,511 | $33,232-38.3% | $71,796-71.4% | $63,975-67.9% |
| Participation rate | 12.8% | 60.1%-47.3pp | 69.1%-56.3pp | 71.1%-58.4pp |
| Annual return | 8.63% | 11.99%-3.4pp | 78.04%-69.4pp | 48.65%-40.0pp |
| Employer contribution / active EE | $263 | $723-63.6% | $1,924-86.3% | $2,182-87.9% |
| Participant deferral / active EE | $493 | $1,604-69.3% | $2,794-82.4% | $3,356-85.3% |
| Admin fee / account holder | $55 | $63-13.5% | $4,815-98.9% | $70-22.0% |