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| Provider | Service type | Compensation |
|---|---|---|
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FINANCIAL CORP Service code 27 12750 CITRUS PARK LN · TAMPA, FL 336253784 | Advisory (Plan) | $12,531 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,586 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,831 | $42,546-51.0% | $71,796-71.0% | $55,167-62.2% |
| Participation rate | 21.8% | 59.1%-37.3pp | 69.1%-47.3pp | 69.0%-47.2pp |
| Annual return | 8.19% | 12.36%-4.2pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $192 | $803-76.1% | $1,924-90.0% | $1,963-90.2% |
| Participant deferral / active EE | $754 | $2,064-63.5% | $2,794-73.0% | $3,054-75.3% |
| Admin fee / account holder | $242 | $650-62.8% | $4,815-95.0% | $504-52.1% |