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| Provider | Service type | Compensation |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVENUE, #210 · LAND O LAKES, FL 34638 | Contract Administrator | $1,739 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,698 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC Service code 55 4301 ANCHOR PLAZA PKWY STE 450 · TAMPA, FL 33634 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,401 | $62,541-72.2% | $129,406-86.6% | $200,096-91.3% |
| Participation rate | 7.3% | 56.8%-49.4pp | 69.6%-62.3pp | 72.0%-64.7pp |
| Annual return | 35.71% | 16.95%+18.8pp | 9468.18%-9432.5pp | 34.26%+1.5pp |
| Employer contribution / active EE | $141 | $2,392-94.1% | $4,155-96.6% | $3,038-95.3% |
| Participant deferral / active EE | $300 | $3,123-90.4% | $4,167-92.8% | $5,090-94.1% |
| Admin fee / account holder | $15 | $167-91.2% | $7,689-99.8% | $269-94.6% |