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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $113,450 |
Service code 27 100 N TAMPA ST. · TAMPA, FL 336025862 | Advisory (Plan) | $18,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $4,701 | $41,617-88.7% | $84,623-94.4% | $77,775-94.0% |
| Participation rate | 38.3% | 45.0%-6.8pp | 68.2%-30.0pp | 73.2%-35.0pp |
| Annual return | 16.10% | 24.97%-8.9pp | 258.77%-242.7pp | 32.58%-16.5pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $695 | $2,129-67.3% | $3,899-82.2% | $3,966-82.5% |
| Admin fee / account holder | $112 | $121-7.5% | $4,913-97.7% | $100+11.8% |