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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 26 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Participants) | $9,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,113 | $48,078+137.4% | $78,676+45.0% | $62,881+81.5% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 13.78% | 31.36%-17.6pp | 62.19%-48.4pp | 20.14%-6.4pp |
| Employer contribution / active EE | $5,959 | $2,015+195.8% | $2,850+109.1% | $2,281+161.3% |
| Participant deferral / active EE | $4,385 | $2,587+69.5% | $3,517+24.7% | $3,203+36.9% |
| Admin fee / account holder | $2,420 | $3,206-24.5% | $4,510-46.3% | $4,296-43.7% |