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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN7+ years Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BLDG.5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $51,250 |
SMITH, GAMBRELL & RUSSELL, LLP7+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 50 NORTH LAURA STREET, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $17,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,496 | $86,897-25.8% | $151,639-57.5% | $64,819-0.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -6.39% | -3.57%-2.8pp | 3.34%-9.7pp | 32.84%-39.2pp |
| Employer contribution / active EE | $4,655 | $4,010+16.1% | $6,165-24.5% | $2,507+85.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $690 | $153+350.9% | $11,613-94.1% | $188+267.1% |