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| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC3 years Filed as: J.W. COLE FINANCIAL, INC. Service code 21 4301 ANCHOR PLAZA · TAMPA, FL 33634 | Bank Trustee | $50,863 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 4.28% | 12.40%-8.1pp | 9.57%-5.3pp | 9.77%-5.5pp |
| Employer contribution / active EE | $11,191 | $8,404+33.2% | $26,706-58.1% | $13,890-19.4% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |