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| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED ADVISORY CORP5 years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $18,787 |
CERTIFIED BENEFITS CORP5 years Service code 15 · EIN 59-3394091 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Recordkeeping | $11,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,038 | $37,426+68.4% | $77,482-18.6% | $79,858-21.1% |
| Participation rate | 51.1% | 41.5%+9.6pp | 54.2%-3.1pp | 69.6%-18.5pp |
| Annual return | 13.70% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,407 | $637+120.9% | $986+42.6% | $2,471-43.1% |
| Participant deferral / active EE | $2,369 | $1,260+88.0% | $1,861+27.3% | $3,740-36.7% |
| Admin fee / account holder | $389 | $2,504-84.5% | $2,858-86.4% | $5,306-92.7% |