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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Participants) | $21,202 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,841 |
Filed as: SOUTEASTERN EMPLOYEE BENEFIT SERVIC Service code 13 · EIN 20-5923747 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Contract Administrator | $1,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $137 |
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 | $65,884 | $89,652-26.5% | $141,191-53.3% | $65,185+1.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.5%-7.5pp | 70.2%+4.8pp |
| Annual return | 20.51% | 32.79%-12.3pp | 71.41%-50.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,754 | $3,065-42.8% | $4,736-63.0% | $2,177-19.4% |
| Participant deferral / active EE | $3,555 | $5,691-37.5% | $6,710-47.0% | $3,514+1.2% |
| Admin fee / account holder | $233 | $569-59.0% | $10,264-97.7% | $847-72.5% |