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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $14,124 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,410 |
ASSURANCE DIMENSIONS1 year Service code 10 1300 NORTH WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $7,000 |
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.
Employer contribution per participant 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 | $24,429 | $45,324-46.1% | $122,354-80.0% | $69,631-64.9% |
| Participation rate | 12.9% | 59.9%-47.1pp | 71.6%-58.8pp | 70.7%-57.8pp |
| Annual return | 15.91% | 25.35%-9.4pp | 30.28%-14.4pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $168 | $1,230-86.3% | $4,051-95.8% | $2,032-91.7% |
| Participant deferral / active EE | $503 | $2,367-78.8% | $3,287-84.7% | $3,224-84.4% |
| Admin fee / account holder | $138 | $87+58.2% | $5,479-97.5% | $110+24.7% |