Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 111 N ORANGE AVE STE 1000 · ORLANDO, FL 32801 | Other Commissions | $60,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,874 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,273 | $71,523+87.7% | $98,461+36.4% | $71,511+87.8% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.3pp | 67.9%+31.5pp |
| Annual return | 15.64% | 32.43%-16.8pp | 21.17%-5.5pp | 28.86%-13.2pp |
| Employer contribution / active EE | $5,150 | $2,399+114.6% | $3,049+68.9% | $2,589+98.9% |
| Participant deferral / active EE | $5,881 | $4,109+43.1% | $4,738+24.1% | $4,291+37.1% |
| Admin fee / account holder | $13 | $1,676-99.2% | $8,961-99.9% | $1,588-99.2% |