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| Provider | Service type | Compensation |
|---|---|---|
INVEST FINANCIAL CORPORATION3+ years Filed as: INVEST FINANCIAL CORP Service code 27 12750 CITRUS PARK LN · TAMPA, FL 336253784 | Advisory (Plan) | $9,285 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,069 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $14 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,359 | $51,466-72.1% | $78,778-81.8% | $62,292-76.9% |
| Participation rate | 29.7% | 59.8%-30.1pp | 69.2%-39.5pp | 69.5%-39.8pp |
| Annual return | 13.41% | 19.96%-6.5pp | 35.62%-22.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $180 | $827-78.3% | $1,986-91.0% | $2,042-91.2% |
| Participant deferral / active EE | $633 | $2,147-70.5% | $2,958-78.6% | $3,169-80.0% |
| Admin fee / account holder | $178 | $489-63.7% | $5,134-96.5% | $479-63.0% |