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| Provider | Service type | Compensation |
|---|---|---|
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLC Service code 16 · EIN 59-0663819 | Consulting | $3,681 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,137 | $112,582-61.7% | $105,624-59.2% | $200,096-78.4% |
| Participation rate | 91.4% | 86.3%+5.2pp | 75.3%+16.1pp | 72.0%+19.4pp |
| Annual return | 21.69% | 15.58%+6.1pp | 116.20%-94.5pp | 34.26%-12.6pp |
| Employer contribution / active EE | $1,790 | $4,580-60.9% | $3,168-43.5% | $3,038-41.1% |
| Participant deferral / active EE | $2,383 | $6,655-64.2% | $5,013-52.5% | $5,090-53.2% |
| Admin fee / account holder | $2 | $107-98.3% | $10,961-100.0% | $269-99.3% |