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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $14,641 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,233 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,964 | $80,753+2.7% | $136,297-39.1% | $62,293+33.2% |
| Participation rate | 32.6% | 73.5%-40.9pp | 81.9%-49.3pp | 69.5%-36.9pp |
| Annual return | 26.06% | 35.83%-9.8pp | 5156.19%-5130.1pp | 28.90%-2.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,075 | $5,164-40.5% | $6,247-50.8% | $3,169-3.0% |
| Admin fee / account holder | $451 | $525-14.1% | $9,244-95.1% | $479-5.9% |