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| Provider | Service type | Compensation |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC4+ years Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $5,339 |
Annual investment return 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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,320 | $76,112-97.0% | $96,544-97.6% | $71,529-96.8% |
| Participation rate | 70.9% | 74.4%-3.5pp | 76.0%-5.0pp | 67.9%+3.0pp |
| Annual return | 7.10% | 22.80%-15.7pp | 25.88%-18.8pp | 28.97%-21.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $108 | $2,708-96.0% | $8,254-98.7% | $1,588-93.2% |