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| Provider | Service type | Compensation |
|---|---|---|
SNS FINANCIAL GROUP LLC2 years Filed as: SNS INSURANCE AGENCY OF FLORIDA INC Service code 49 | Other Services | $14,458 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,557 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 49 · EIN 95-2834236 4707 EXECTIVE DR · SAN DIEGO, CA 921213091 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,696 | $58,093-43.7% | $80,022-59.1% | $56,289-41.9% |
| Participation rate | 46.5% | 73.6%-27.1pp | 75.8%-29.3pp | 69.9%-23.4pp |
| Annual return | 10.03% | 34.63%-24.6pp | 11.22%-1.2pp | -9.96%+20.0pp |
| Employer contribution / active EE | $605 | $1,933-68.7% | $2,468-75.5% | $2,111-71.3% |
| Participant deferral / active EE | $1,118 | $3,136-64.4% | $3,686-69.7% | $3,350-66.6% |
| Admin fee / account holder | $55 | $623-91.1% | $6,521-99.2% | $521-89.4% |