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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES RESEARCH INC1 year Service code 55 3055 CARDINAL DR #104 · VERO BEACH, FL 32963 | Other Commissions | $30,512 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,826 |
SAUNDERS ASSET MANAGEMENT INC3+ years Service code 55 17888 US HWY 41 N · LUTZ, FL 33549 | Other Commissions | $9,523 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,202 | $90,410-66.6% | $91,004-66.8% | $77,958-61.3% |
| Participation rate | 45.2% | 86.4%-41.2pp | 75.6%-30.4pp | 71.6%-26.5pp |
| Annual return | 10.22% | 21.34%-11.1pp | 4.60%+5.6pp | 20.87%-10.6pp |
| Employer contribution / active EE | $609 | $3,392-82.0% | $2,456-75.2% | $2,310-73.6% |
| Participant deferral / active EE | $867 | $4,816-82.0% | $3,548-75.6% | $3,537-75.5% |
| Admin fee / account holder | $16 | $79-79.2% | $5,417-99.7% | $97-83.1% |