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| Provider | Service type | Compensation |
|---|---|---|
DEAROLF & MERENESS LLP1 year Service code 27 15425 NORTH FLORIDA AVE · TAMPA, FL 33613 | Advisory (Plan) | $9,700 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,711 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,123 |
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 | $24,695 | $50,643-51.2% | $106,619-76.8% | $55,167-55.2% |
| Participation rate | 26.4% | 65.6%-39.2pp | 78.0%-51.6pp | 69.0%-42.6pp |
| Annual return | 7.01% | 7.02%0pp | 9.42%-2.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $661 | $1,626-59.4% | $3,947-83.3% | $1,963-66.3% |
| Participant deferral / active EE | $585 | $2,208-73.5% | $3,930-85.1% | $3,054-80.8% |
| Admin fee / account holder | $399 | $488-18.3% | $6,418-93.8% | $504-20.9% |