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| Provider | Service type | Compensation |
|---|---|---|
SAUNDERS ASSET MANAGEMENT INC1+ years Service code 55 PO BOX 18405 · TAMPA, FL 33679 | Other Commissions | $36,333 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,300 |
PRINTER'S PRIDE1+ years Service code 99 7211 N DALE MABRY HWY STE 104 · TAMPA, FL 33614 | Other Fees | $1,033 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,448 | $81,321-69.9% | $68,509-64.3% | $59,188-58.7% |
| Participation rate | 49.7% | 83.8%-34.2pp | 74.7%-25.1pp | 69.4%-19.8pp |
| Annual return | -2.21% | 4.65%-6.9pp | 8.27%-10.5pp | 5.51%-7.7pp |
| Employer contribution / active EE | $607 | $3,297-81.6% | $2,278-73.4% | $2,098-71.1% |
| Participant deferral / active EE | $865 | $4,592-81.2% | $3,382-74.4% | $3,265-73.5% |
| Admin fee / account holder | $20 | $62-67.5% | $5,275-99.6% | $92-78.3% |