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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PENSION CENTER OF FLORIDA Service code 10 · EIN 59-3560915 | Accounting | $750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $510 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO. INC. Service code 26 110 W FAYETTE ST. · SYRACUSE, NY 13202 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,059 | $43,133+132.0% | $89,391+11.9% | $73,488+36.2% |
| Participation rate | 75.2% | 55.0%+20.2pp | 68.0%+7.2pp | 70.7%+4.5pp |
| Annual return | 20.62% | 135.66%-115.0pp | 245.62%-225.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $2,531 | $1,438+76.0% | $2,586-2.1% | $2,270+11.5% |
| Participant deferral / active EE | $5,405 | $2,445+121.1% | $3,890+39.0% | $3,740+44.5% |
| Admin fee / account holder | $669 | $444+50.8% | $4,881-86.3% | $513+30.4% |