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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $16,311 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $738 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,822 | $86,225-64.3% | $146,643-79.0% | $86,821-64.5% |
| Participation rate | 43.9% | 78.0%-34.1pp | 80.1%-36.2pp | 72.3%-28.4pp |
| Annual return | 19.43% | 31.23%-11.8pp | 22.75%-3.3pp | 97.94%-78.5pp |
| Employer contribution / active EE | $1,078 | $2,392-54.9% | $4,137-73.9% | $2,406-55.2% |
| Participant deferral / active EE | $2,193 | $4,245-48.3% | $5,506-60.2% | $4,132-46.9% |
| Admin fee / account holder | $61 | $195-68.8% | $10,280-99.4% | $170-64.1% |