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| Provider | Service type | Compensation |
|---|---|---|
SNS FINANCIAL GROUP LLC3 years Filed as: SNS INSURANCE AGENCY OF FLORIDA INC Service code 49 | Other Services | $15,451 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,280 |
LPL FINANCIAL2 years 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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,173 | $66,319-62.0% | $93,621-73.1% | $65,185-61.4% |
| Participation rate | 65.4% | 74.0%-8.6pp | 75.8%-10.5pp | 70.2%-4.8pp |
| Annual return | 1.46% | 42.59%-41.1pp | 32.76%-31.3pp | 29.38%-27.9pp |
| Employer contribution / active EE | $662 | $2,013-67.1% | $2,719-75.7% | $2,177-69.6% |
| Participant deferral / active EE | $1,338 | $3,343-60.0% | $4,070-67.1% | $3,514-61.9% |
| Admin fee / account holder | $55 | $6,900-99.2% | $7,890-99.3% | $847-93.5% |