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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $8,362 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,325 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Filed as: KESTRA ADVISORY SVCS Service code 27 · EIN 47-1566880 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,231 | $58,344-27.6% | $98,483-57.1% | $86,821-51.4% |
| Participation rate | 50.7% | 68.4%-17.7pp | 73.3%-22.6pp | 72.3%-21.6pp |
| Annual return | 12.27% | 43.47%-31.2pp | 1494.38%-1482.1pp | 97.94%-85.7pp |
| Employer contribution / active EE | $399 | $2,008-80.1% | $2,961-86.5% | $2,406-83.4% |
| Participant deferral / active EE | $2,340 | $3,156-25.9% | $4,276-45.3% | $4,132-43.4% |
| Admin fee / account holder | $66 | $138-52.0% | $5,953-98.9% | $170-61.0% |