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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEASIDE NATIONAL BANK AND TRUST,INC Service code 99 201 S. ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $26,558 |
EJREYNOLDS, INC.2+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHRD RD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $3,623 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,273 |
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 | $62,278 | $56,640+10.0% | $80,977-23.1% | $57,658+8.0% |
| Participation rate | 66.0% | 75.9%-9.9pp | 75.8%-9.8pp | 70.2%-4.3pp |
| Annual return | 8.17% | 19.97%-11.8pp | 17.11%-8.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,008 | $2,085-3.7% | $3,715-46.0% | $1,974+1.7% |
| Participant deferral / active EE | $4,371 | $4,944-11.6% | $5,696-23.3% | $3,061+42.8% |
| Admin fee / account holder | $16 | $87-82.1% | $5,517-99.7% | $95-83.5% |