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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $22,266 |
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 | $80,081 | $52,961+51.2% | $172,752-53.6% | $65,185+22.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.63% | 30.12%-10.5pp | 802.97%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $5,125 | $2,190+134.0% | $5,144-0.4% | $2,177+135.5% |
| Participant deferral / active EE | $5,208 | $2,471+110.8% | $5,198+0.2% | $3,514+48.2% |
| Admin fee / account holder | $104 | $472-77.9% | $13,955-99.3% | $847-87.7% |