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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $5,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,454 | $43,999-69.4% | $79,466-83.1% | $55,725-75.9% |
| Participation rate | 16.1% | 66.9%-50.8pp | 73.3%-57.2pp | 70.9%-54.7pp |
| Annual return | -11.68% | 1.81%-13.5pp | 718.28%-730.0pp | 244.93%-256.6pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $679 | $2,538-73.2% | $3,704-81.7% | $3,356-79.8% |
| Admin fee / account holder | $94 | $118-19.9% | $5,104-98.2% | $115-18.3% |