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| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $5,000 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 50 · EIN 59-3163228 5503 WEST WATERS AVENUE · TAMPA, FL 33634 | Direct Payment | $4,333 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,324 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,483 | $89,652-23.6% | $141,197-51.5% | $65,186+5.1% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.5%-22.5pp | 70.2%-10.2pp |
| Annual return | 16.84% | 32.79%-16.0pp | 71.41%-54.6pp | 29.39%-12.5pp |
| Employer contribution / active EE | $3,324 | $3,065+8.5% | $4,736-29.8% | $2,177+52.7% |
| Participant deferral / active EE | $2,080 | $5,691-63.4% | $6,710-69.0% | $3,514-40.8% |
| Admin fee / account holder | $98 | $569-82.8% | $10,265-99.0% | $847-88.5% |