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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION7+ years Service code 27 237 S WESTMONTE DR, SUITE 300 · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $33,575 |
EPLAN ADVISORS, LLC6 years Service code 17 · EIN 36-1543746 | Pension Consulting | $17,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,496 | $74,706-49.8% | $75,717-50.5% | $79,393-52.8% |
| Participation rate | 60.5% | 75.3%-14.8pp | 74.8%-14.3pp | 70.7%-10.2pp |
| Annual return | 14.07% | 18.52%-4.5pp | 104.58%-90.5pp | 116.87%-102.8pp |
| Employer contribution / active EE | $550 | $2,590-78.7% | $2,743-79.9% | $2,428-77.3% |
| Participant deferral / active EE | $2,363 | $3,533-33.1% | $3,821-38.1% | $4,046-41.6% |
| Admin fee / account holder | $263 | $374-29.9% | $3,619-92.7% | $627-58.1% |