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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 | $49,845 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHRD RD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $15,255 |
EJREYNOLDS, INC.5+ 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 | $0 |
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 | $82,764 | $69,231+19.5% | $91,994-10.0% | $67,579+22.5% |
| Participation rate | 79.7% | 78.9%+0.8pp | 78.6%+1.0pp | 71.3%+8.4pp |
| Annual return | 24.30% | 32.03%-7.7pp | 69.04%-44.7pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,734 | $2,284+19.7% | $3,453-20.8% | $2,148+27.3% |
| Participant deferral / active EE | $6,326 | $5,854+8.1% | $5,924+6.8% | $3,539+78.7% |
| Admin fee / account holder | $50 | $107-53.3% | $7,744-99.4% | $142-64.7% |