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| Provider | Service type | Compensation |
|---|---|---|
PRIDA, GUIDA & PEREZ, P.A.5 years Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 1106 N FRANKLIN ST · TAMPA, NY 33609 | Accounting | $27,000 |
POINT 406 VENTURES IV, L.P.6 years Filed as: POINT GUARD ADVISORS NETWORK LLC Service code 99 · EIN 66-6000666 108 BUCHMANS CLOSE CIRCLE · FAYETTEVILLE, NY 13066 | Other Fees | $25,440 |
THOMAS SCHENCK4 years Service code 10 · EIN 33-3000333 550 W. EXECUTIVE DRIVE, SUITE 240 · TAMPA, FL 33609 | Accounting | $22,015 |
LPL FINANCIAL7 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION DEPT Service code 49 · EIN 22-2000222 105 MAXESS RD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,973 | $37,418+38.9% | $77,100-32.6% | $77,906-33.3% |
| Participation rate | 33.2% | 46.9%-13.7pp | 67.9%-34.7pp | 73.7%-40.5pp |
| Annual return | -15.20% | -7.13%-8.1pp | 42.35%-57.6pp | 12.16%-27.4pp |
| Employer contribution / active EE | $1,054 | $1,200-12.1% | $2,815-62.5% | $2,846-63.0% |
| Participant deferral / active EE | $2,487 | $2,572-3.3% | $4,430-43.9% | $4,805-48.2% |
| Admin fee / account holder | $8 | $126-93.7% | $5,443-99.9% | $133-94.0% |