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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION9+ years Service code 27 237 S WESTMONTE DR, SUITE 300 · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $34,989 |
EPLAN ADVISORS, LLC8 years Service code 17 · EIN 36-1543746 | Pension Consulting | $18,388 |
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 | $36,754 | $65,582-44.0% | $64,101-42.7% | $71,511-48.6% |
| Participation rate | 61.4% | 73.2%-11.8pp | 72.3%-10.9pp | 67.9%-6.5pp |
| Annual return | 16.05% | 18.96%-2.9pp | 33.72%-17.7pp | 28.86%-12.8pp |
| Employer contribution / active EE | $518 | $2,671-80.6% | $2,749-81.1% | $2,589-80.0% |
| Participant deferral / active EE | $2,529 | $3,628-30.3% | $3,881-34.8% | $4,291-41.1% |
| Admin fee / account holder | $280 | $616-54.6% | $3,070-90.9% | $1,588-82.4% |