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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3834091 698 N MAITLAND AVENUE · MAITLAND, FL 32751 | Advisory (Plan) | $24,580 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,977 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,798 | $44,714-35.6% | $91,225-68.4% | $66,930-57.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.2%+1.8pp | 69.8%+5.2pp |
| Annual return | -21.50% | -12.25%-9.2pp | 114.10%-135.6pp | 1.57%-23.1pp |
| Employer contribution / active EE | $906 | $1,710-47.0% | $2,851-68.2% | $2,545-64.4% |
| Participant deferral / active EE | $2,446 | $3,355-27.1% | $4,234-42.2% | $4,238-42.3% |
| Admin fee / account holder | $302 | $521-42.0% | $5,422-94.4% | $593-49.1% |