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 | $20,504 |
PENSERV PLAN SERVICES, INC.8+ years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $13,449 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,197 |
GOLDMAN SACHS1 year Filed as: BROAD STREET CAPITAL PARTNERS, LLC Service code 27 124 VERDAE BOULEVARD · GREENVILLE, SC 29607 | Advisory (Plan) | $3,958 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,168 | $50,458-22.4% | $159,960-75.5% | $64,808-39.6% |
| Participation rate | 43.1% | 68.0%-24.9pp | 78.0%-34.8pp | 71.5%-28.4pp |
| Annual return | -15.30% | -13.42%-1.9pp | 408.60%-423.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,527 | $1,722-11.3% | $4,226-63.9% | $2,506-39.1% |
| Participant deferral / active EE | $2,172 | $4,004-45.7% | $6,182-64.9% | $4,310-49.6% |
| Admin fee / account holder | $59 | $706-91.6% | $8,698-99.3% | $188-68.4% |