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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER GACOM Service code 26 301 YAMATO RD #3151 · BOCA RATON, FL 33431 | Advisory (Participants) | $28,592 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $13,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,840 | $103,024-61.3% | $112,040-64.4% | $79,634-50.0% |
| Participation rate | 48.5% | 80.6%-32.0pp | 76.5%-28.0pp | 62.5%-14.0pp |
| Annual return | 15.89% | 17.60%-1.7pp | 24.52%-8.6pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,440 | $3,015-52.2% | $2,954-51.3% | $2,529-43.1% |
| Participant deferral / active EE | $2,939 | $5,233-43.8% | $5,098-42.3% | $3,835-23.4% |
| Admin fee / account holder | $253 | $465-45.6% | $12,098-97.9% | $1,002-74.8% |