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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $22,000 |
LT TRUST COMPANY3+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 | Plan Administrator | $20,846 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,002 | $63,156-39.8% | $122,354-68.9% | $62,293-39.0% |
| Participation rate | 68.9% | 60.0%+8.9pp | 71.6%-2.7pp | 69.5%-0.6pp |
| Annual return | 15.22% | 20.61%-5.4pp | 30.28%-15.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,296 | $1,385-6.4% | $4,051-68.0% | $2,042-36.5% |
| Participant deferral / active EE | $1,563 | $2,321-32.7% | $3,287-52.5% | $3,169-50.7% |
| Admin fee / account holder | $209 | $440-52.6% | $5,479-96.2% | $479-56.5% |