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| Provider | Service type | Compensation |
|---|---|---|
FIRSTRUST, LLC1+ years Service code 27 113 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Advisory (Plan) | $32,993 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,693 | $62,561-15.8% | $105,218-49.9% | $52,331+0.7% |
| Participation rate | 67.0% | 70.4%-3.4pp | 77.2%-10.3pp | 68.1%-1.1pp |
| Annual return | -4.27% | 8.71%-13.0pp | 5.33%-9.6pp | 4.54%-8.8pp |
| Employer contribution / active EE | $2,144 | $2,137+0.3% | $3,255-34.1% | $1,882+13.9% |
| Participant deferral / active EE | $4,376 | $3,355+30.4% | $4,867-10.1% | $3,022+44.8% |
| Admin fee / account holder | $426 | $198+114.8% | $6,992-93.9% | $592-27.9% |