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| Provider | Service type | Compensation |
|---|---|---|
FLORIDA ACTUARIAL CORPORATION5+ years Service code 15 · EIN 20-2716953 | Recordkeeping | $14,248 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,434 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 26 1061 CLIFF DAWSON RD. · WATKINSVILLE, GA 30677 | Advisory (Participants) | $8,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,517 | $47,922-28.0% | $75,886-54.5% | $65,185-47.0% |
| Participation rate | 66.1% | 63.0%+3.1pp | 69.3%-3.2pp | 70.2%-4.1pp |
| Annual return | 15.19% | 24.12%-8.9pp | 30.76%-15.6pp | 29.38%-14.2pp |
| Employer contribution / active EE | $333 | $1,557-78.6% | $2,500-86.7% | $2,177-84.7% |
| Participant deferral / active EE | $2,333 | $2,550-8.5% | $3,603-35.2% | $3,514-33.6% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |