Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEASIDE NATIONAL BANK & TRUST, INC. Service code 99 201 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $14,186 |
PENSERV PLAN SERVICES, INC.5+ years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $8,004 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,343 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,201 | $48,471-27.4% | $182,532-80.7% | $67,579-47.9% |
| Participation rate | 38.0% | 67.2%-29.2pp | 78.0%-40.0pp | 71.3%-33.3pp |
| Annual return | 24.88% | 31.08%-6.2pp | 148.54%-123.7pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,208 | $1,461-17.3% | $4,076-70.4% | $2,148-43.7% |
| Participant deferral / active EE | $1,578 | $3,324-52.5% | $5,524-71.4% | $3,539-55.4% |
| Admin fee / account holder | $25 | $151-83.4% | $8,592-99.7% | $142-82.3% |