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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $61,686 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 26 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $19,085 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866791 | Advisory (Participants) | $14,310 |
Filed as: MERRILL LYNCH Service code 26 101 EAST KENNEDY BOULEVARD · TAMPA, FL 33602 | Advisory (Participants) | $14,024 |
SABAL TRUST1 year Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $11,057 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $10,293 |
Filed as: STEWART PARTNERS GLOBAL ADVISORY Service code 26 600 CLEVELAND STREET · CLEARWATER, FL 33755 | Advisory (Participants) | $9,425 |
Filed as: PROVISE INVESTMENT MANAGEMENT GROUP Service code 26 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Participants) | $3,533 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 28100 US HIGHWAY 19N · CLEARWATER, FL 33761 | Advisory (Participants) | $3,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $240,425 | $73,102+228.9% | $123,553+94.6% | $56,289+327.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.13% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,999 | $2,977+235.9% | $4,628+116.1% | $2,111+373.6% |
| Participant deferral / active EE | $9,341 | $5,423+72.3% | $6,426+45.4% | $3,350+178.8% |
| Admin fee / account holder | $1,012 | $554+82.7% | $9,284-89.1% | $521+94.2% |