Filed November 25, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN & BROWN OF FLORIDA INC Service code 16 17757 US HWY 19 NORTH STE 660 · CLEARWATER, FL 33764 | Consulting | $16,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,982 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,499 | $36,916+15.1% | $156,551-72.9% | $57,658-26.3% |
| Participation rate | 45.4% | 63.4%-18.1pp | 84.0%-38.7pp | 70.2%-24.9pp |
| Annual return | 8.35% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,011 | $1,571-35.7% | $5,501-81.6% | $1,974-48.8% |
| Participant deferral / active EE | $1,646 | $1,926-14.5% | $4,871-66.2% | $3,061-46.2% |
| Admin fee / account holder | $153 | $82+85.3% | $13,028-98.8% | $95+61.7% |