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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 | $24,265-100.0% | $186,703-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 9.3%-9.3pp |
| Annual return | 4.28% | 13.56%-9.3pp | 8.93%-4.7pp | 9.76%-5.5pp |
| Employer contribution / active EE | $11,191 | $9,796+14.2% | $26,306-57.5% | $12,965-13.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,041-100.0% | $4,785-100.0% |