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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Contract Administrator | $10,000 |
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,202 |
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.
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 | $42,705 | $76,112-43.9% | $96,534-55.8% | $71,511-40.3% |
| Participation rate | 63.0% | 74.4%-11.4pp | 76.0%-13.0pp | 67.9%-5.0pp |
| Annual return | 17.45% | 22.81%-5.4pp | 25.88%-8.4pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,163 | $2,248-48.3% | $2,965-60.8% | $2,589-55.1% |
| Participant deferral / active EE | $1,966 | $4,217-53.4% | $4,851-59.5% | $4,291-54.2% |
| Admin fee / account holder | $130 | $2,708-95.2% | $8,253-98.4% | $1,588-91.8% |