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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC7 years Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $96,391 |
WILLIAM BLAIR2 years Service code 26 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $43,510 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 26 3911 W. SAN NICHOLAS STREET · TAMPA, FL 33629 | Advisory (Participants) | $16,072 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,430 |
SABEL TRUST2 years Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $13,962 |
Filed as: RAYMOND JAMES Service code 26 600 CLEVELAND STE 1150 · CLEARWATER, FL 33755 | Advisory (Participants) | $10,182 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 26 911 CHESTNUT STREET · CLEARWATER, FL 33756 | Advisory (Participants) | $6,007 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,750 |
ROGAN & ASSOCIATES, INC.2 years Filed as: ROGAN ASSOCIATES Service code 26 200 9TH AVE N STE 100 · SAFETY HARBOR, FL 34695 | Advisory (Participants) | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,639 | $101,672+229.1% | $147,117+127.5% | $74,478+349.3% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 14.10% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $12,041 | $3,813+215.8% | $4,932+144.1% | $2,626+358.5% |
| Participant deferral / active EE | $11,031 | $7,305+51.0% | $8,065+36.8% | $4,350+153.6% |
| Admin fee / account holder | $989 | $1,753-43.6% | $12,993-92.4% | $1,946-49.1% |