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| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED BENEFITS CORP1+ years Service code 15 · EIN 59-3394091 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Recordkeeping | $8,851 |
CERTIFIED ADVISORY CORP1+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $3,808 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,739 | $39,245-47.2% | $64,105-67.6% | $52,331-60.4% |
| Participation rate | 55.4% | 58.2%-2.8pp | 68.2%-12.7pp | 68.1%-12.7pp |
| Annual return | -1.29% | 14.79%-16.1pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $651 | $1,992-67.3% | $2,822-76.9% | $3,022-78.5% |
| Admin fee / account holder | $208 | $592-65.0% | $4,499-95.4% | $592-64.9% |