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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC2 years Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $69,601 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 26 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $19,570 |
Filed as: MERRILL LYNCH Service code 26 101 EAST KENNEDY BOULEVARD · TAMPA, FL 33602 | Advisory (Participants) | $14,111 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866791 | Advisory (Participants) | $13,275 |
SABAL TRUST2 years Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $11,515 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $11,293 |
Filed as: STEWART PARTNERS GLOBAL ADVISORY Service code 26 600 CLEVELAND STREET · CLEARWATER, FL 33755 | Advisory (Participants) | $8,790 |
ROGAN & ASSOCIATES, INC.1 year Service code 26 200 NINTH AVENUE NORTH · SAFETY HARBOR, FL 34695 | Advisory (Participants) | $6,970 |
Filed as: PROVISE INVESTMENT MANAGEMENT GROUP Service code 26 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Participants) | $4,911 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 28100 US HIGHWAY 19N · CLEARWATER, FL 33761 | Advisory (Participants) | $3,681 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,131 | $89,652+202.4% | $141,197+92.0% | $65,186+315.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.06% | 32.79%-11.7pp | 71.41%-50.3pp | 29.39%-8.3pp |
| Employer contribution / active EE | $10,195 | $3,065+232.7% | $4,736+115.3% | $2,177+368.3% |
| Participant deferral / active EE | $9,509 | $5,691+67.1% | $6,710+41.7% | $3,514+170.6% |
| Admin fee / account holder | $1,015 | $569+78.5% | $10,265-90.1% | $847+19.8% |