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| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED ADVISORY CORP2+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $34,201 |
CERTIFIED BENEFITS CORP2+ years Service code 13 · EIN 59-3994091 111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $21,528 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,977 | $63,924+7.9% | $108,582-36.5% | $55,167+25.0% |
| Participation rate | 62.9% | 74.3%-11.5pp | 79.6%-16.7pp | 69.0%-6.1pp |
| Annual return | 9.83% | 15.31%-5.5pp | -51.70%+61.5pp | 169.23%-159.4pp |
| Employer contribution / active EE | $905 | $1,879-51.8% | $3,758-75.9% | $1,963-53.9% |
| Participant deferral / active EE | $1,410 | $3,067-54.0% | $4,311-67.3% | $3,054-53.8% |
| Admin fee / account holder | $360 | $618-41.7% | $7,645-95.3% | $504-28.5% |