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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $7,568 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $73,839-59.8% | $143,788-79.4% | $68,495-56.7% |
| Participation rate | 86.7% | 66.7%+20.1pp | 80.3%+6.4pp | 67.9%+18.9pp |
| Annual return | -6.41% | 1.01%-7.4pp | -0.03%-6.4pp | -7.84%+1.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,103 | $3,384+169.0% | $5,638+61.5% | $4,028+126.0% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,675-99.1% | $5,403-97.6% |