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| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC5 years Service code 10 · EIN 72-1396621 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $10,300 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 50 · EIN 59-3163228 4919 VAN DYKE ROAD · LUTZ, FL 33558 | Direct Payment | $5,825 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,090 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,893 | $104,497-21.6% | $159,487-48.7% | $79,389+3.2% |
| Participation rate | 63.1% | 76.6%-13.6pp | 82.8%-19.8pp | 70.7%-7.7pp |
| Annual return | 10.86% | 67.98%-57.1pp | 263.71%-252.8pp | 116.89%-106.0pp |
| Employer contribution / active EE | $3,847 | $3,418+12.6% | $4,831-20.4% | $2,428+58.5% |
| Participant deferral / active EE | $2,617 | $6,468-59.5% | $7,354-64.4% | $4,046-35.3% |
| Admin fee / account holder | $140 | $711-80.3% | $10,804-98.7% | $626-77.6% |