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| Provider | Service type | Compensation |
|---|---|---|
CALDWELL TRUST COMPANY4 years Service code 27 1400 CENTER ROAD · VENICE, FL 64292 | Advisory (Plan) | $7,526 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $7,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,951 | $63,768-65.6% | $98,477-77.7% | $79,393-72.4% |
| Participation rate | 26.6% | 69.9%-43.3pp | 73.3%-46.8pp | 70.7%-44.1pp |
| Annual return | 15.38% | 626.18%-610.8pp | 1493.59%-1478.2pp | 116.87%-101.5pp |
| Employer contribution / active EE | $292 | $2,558-88.6% | $2,961-90.1% | $2,428-88.0% |
| Participant deferral / active EE | $1,056 | $3,305-68.1% | $4,276-75.3% | $4,046-73.9% |
| Admin fee / account holder | $180 | $516-65.2% | $5,951-97.0% | $627-71.3% |