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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 26 · EIN 26-4477125 195 INETERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Participants) | $8,895 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,902 | $75,183-88.2% | $123,894-92.8% | $55,167-83.9% |
| Participation rate | 61.7% | 72.8%-11.1pp | 81.4%-19.7pp | 69.0%-7.3pp |
| Annual return | 2.66% | 19.01%-16.4pp | 47.52%-44.9pp | 169.23%-166.6pp |
| Employer contribution / active EE | $237 | $2,823-91.6% | $4,617-94.9% | $1,963-87.9% |
| Participant deferral / active EE | $597 | $5,084-88.3% | $5,984-90.0% | $3,054-80.5% |
| Admin fee / account holder | $131 | $663-80.3% | $8,357-98.4% | $504-74.1% |