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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION2 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $5,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,894 | $31,679-56.1% | $74,701-81.4% | $65,185-78.7% |
| Participation rate | 78.2% | 40.4%+37.9pp | 54.5%+23.8pp | 70.2%+8.0pp |
| Annual return | 22.41% | 39.04%-16.6pp | 752.92%-730.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $124 | $566-78.1% | $1,084-88.5% | $2,177-94.3% |
| Participant deferral / active EE | $665 | $1,191-44.2% | $1,964-66.1% | $3,514-81.1% |
| Admin fee / account holder | $102 | $379-73.1% | $3,333-96.9% | $847-88.0% |