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| Provider | Service type | Compensation |
|---|---|---|
CALDWELL TRUST COMPANY5 years Service code 27 1400 CENTER ROAD · VENICE, FL 64292 | Advisory (Plan) | $8,095 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,724 |
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 | $22,307 | $51,226-56.5% | $82,744-73.0% | $66,938-66.7% |
| Participation rate | 24.8% | 67.9%-43.0pp | 72.6%-47.7pp | 69.8%-45.0pp |
| Annual return | -16.99% | -9.61%-7.4pp | 702.22%-719.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $314 | $2,612-88.0% | $3,008-89.6% | $2,545-87.7% |
| Participant deferral / active EE | $1,046 | $3,460-69.8% | $4,395-76.2% | $4,238-75.3% |
| Admin fee / account holder | $198 | $416-52.4% | $5,325-96.3% | $594-66.7% |