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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 | $42,815 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHRD RD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $10,252 |
EJREYNOLDS, INC.4+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,602 |
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 | $70,019 | $62,543+12.0% | $83,322-16.0% | $55,725+25.7% |
| Participation rate | 76.6% | 78.4%-1.8pp | 77.8%-1.1pp | 70.9%+5.8pp |
| Annual return | -0.94% | 14.85%-15.8pp | 10.64%-11.6pp | 244.93%-245.9pp |
| Employer contribution / active EE | $2,456 | $2,427+1.2% | $3,379-27.3% | $2,078+18.2% |
| Participant deferral / active EE | $5,428 | $5,682-4.5% | $5,565-2.5% | $3,356+61.8% |
| Admin fee / account holder | $34 | $103-67.2% | $7,540-99.6% | $115-70.6% |