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| Provider | Service type | Compensation |
|---|---|---|
ARMADA ADVISORS, INC.1+ years Filed as: ARMADA ADVISORS Service code 26 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Participants) | $66,346 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-0140105 2300 S COLUMBIA ROAD · GRAND FORKS, ND 582066001 | Recordkeeping | $32,340 |
SALTMARSH, CLEVELAND & GUND1+ years Filed as: SALTMARSH CLEVELAND & GUND Service code 10 · EIN 59-2922167 900 NORTH 12TH AVENUE · PENSACOLA, FL 32501 | Accounting | $10,750 |
Filed as: LYNETTE LAVIE BURAS & ASSOCIATES, L Service code 13 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 701790223 | Contract Administrator | $7,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,611 | $88,324-51.8% | $115,038-63.0% | $55,191-22.8% |
| Participation rate | 36.2% | 72.5%-36.3pp | 81.4%-45.2pp | 69.2%-33.0pp |
| Annual return | -4.15% | 6.30%-10.5pp | 26.14%-30.3pp | 10.78%-14.9pp |
| Employer contribution / active EE | $530 | $2,805-81.1% | $4,608-88.5% | $1,899-72.1% |
| Participant deferral / active EE | $1,260 | $5,042-75.0% | $6,026-79.1% | $3,046-58.6% |
| Admin fee / account holder | $272 | $105+158.3% | $8,175-96.7% | $91+199.9% |