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| Provider | Service type | Compensation |
|---|---|---|
WATER OAK ADVISORS2 years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $16,984 |
Filed as: GREAT-WEST LIFE & ANNUITY IN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,796 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,179 | $77,813+96.9% | $123,544+24.0% | $64,186+138.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.65% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,232 | $3,014-25.9% | $4,628-51.8% | $2,381-6.3% |
| Participant deferral / active EE | $3,267 | $5,240-37.6% | $6,426-49.2% | $3,470-5.8% |
| Admin fee / account holder | $28,501 | $5,519+416.4% | $9,284+207.0% | $4,888+483.1% |