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| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC. Service code 55 | Other Commissions | $2,969 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,417 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICE, INC Service code 13 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $180 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC Service code 55 4301 ANCHOR PLAZA PKY STE 450 · TAMPA, FL 33634 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,802 | $89,367-36.4% | $141,191-59.8% | $72,975-22.2% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 16.16% | 111.87%-95.7pp | 71.41%-55.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $689 | $3,115-77.9% | $4,736-85.4% | $2,440-71.7% |
| Participant deferral / active EE | $1,853 | $5,419-65.8% | $6,710-72.4% | $3,608-48.6% |
| Admin fee / account holder | $194 | $5,957-96.7% | $10,264-98.1% | $5,124-96.2% |