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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $36,778 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,423 | $66,813+18.9% | $100,528-21.0% | $73,493+8.1% |
| Participation rate | 67.6% | 77.5%-9.8pp | 79.4%-11.8pp | 70.7%-3.0pp |
| Annual return | 13.09% | 25.70%-12.6pp | 30.90%-17.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $780 | $2,147-63.7% | $3,419-77.2% | $2,270-65.6% |
| Participant deferral / active EE | $4,550 | $5,883-22.7% | $6,271-27.4% | $3,740+21.7% |
| Admin fee / account holder | $249 | $512-51.4% | $8,084-96.9% | $513-51.5% |