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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 | $32,501 |
EJREYNOLDS, INC.3+ 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 | $5,576 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,833 |
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 | $74,683 | $65,592+13.9% | $90,161-17.2% | $69,631+7.3% |
| Participation rate | 66.4% | 77.6%-11.2pp | 76.9%-10.5pp | 70.7%-4.3pp |
| Annual return | 24.05% | 57.10%-33.0pp | 34.89%-10.8pp | 27571.02%-27547.0pp |
| Employer contribution / active EE | $2,128 | $2,193-3.0% | $3,318-35.9% | $2,032+4.7% |
| Participant deferral / active EE | $4,571 | $5,257-13.1% | $5,287-13.6% | $3,224+41.8% |
| Admin fee / account holder | $23 | $86-72.9% | $5,943-99.6% | $110-79.0% |