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| Provider | Service type | Compensation |
|---|---|---|
PRIDA, GUIDA & PEREZ, P.A.2 years Filed as: PRIDA GUIDA & COMPANY PA Service code 10 · EIN 59-1978917 1106 NORTH FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $25,000 |
Filed as: POINT GUARD ADVISORS NETWORK LLC Service code 99 110 BUCHMAN CL CIR · FAYETTEVILLE, NY 13066 | Other Fees | $16,268 |
THOMAS SCHENCK2 years Filed as: THOMAS M. SCHENCK CPA PA Service code 10 · EIN 59-3293727 5550 W. EXECUTIVE DRIVE, SUITE 240 · TAMPA, FL 33609 | Accounting | $14,800 |
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,888 | $43,717+21.0% | $81,473-35.1% | $77,958-32.2% |
| Participation rate | 41.9% | 42.5%-0.6pp | 68.0%-26.1pp | 71.6%-29.8pp |
| Annual return | 23.35% | 23.83%-0.5pp | 38.78%-15.4pp | 20.87%+2.5pp |
| Employer contribution / active EE | $1,383 | $919+50.5% | $2,568-46.2% | $2,310-40.2% |
| Participant deferral / active EE | $2,138 | $1,783+19.9% | $3,537-39.5% | $3,537-39.5% |
| Admin fee / account holder | $12 | $108-88.4% | $4,561-99.7% | $97-87.2% |