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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $115,054 |
FLORIDA HEALTH ADMINISTRATORS1+ years Filed as: FLORIDA HEALTH ADMINISTRATOR Service code 14 · EIN 65-0790004 | Plan Administrator | $26,720 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,715 |
VENABLE LAW FIRM1+ years Filed as: VENABLE LAW FIRMS Service code 29 · EIN 59-1824867 | Legal | $5,630 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,546 | $55,516-84.6% | $75,784-88.7% | $59,188-85.6% |
| Participation rate | 93.9% | 73.6%+20.3pp | 75.8%+18.1pp | 69.4%+24.5pp |
| Annual return | -2.45% | -1.89%-0.6pp | 9.68%-12.1pp | 5.51%-8.0pp |
| Employer contribution / active EE | $34 | $2,604-98.7% | $3,323-99.0% | $2,098-98.4% |
| Participant deferral / active EE | $46 | $2,599-98.2% | $3,652-98.7% | $3,265-98.6% |
| Admin fee / account holder | $37 | $110-66.7% | $5,300-99.3% | $92-60.3% |