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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC3 years Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $78,480 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 26 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $23,817 |
Filed as: STEWARD PARTNERS GLOBAL ADVISORY Service code 26 600 CLEVELAND STREET · CLEARWATER, FL 33755 | Advisory (Participants) | $17,862 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866791 | Advisory (Participants) | $14,218 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,240 |
Filed as: MERRILL LYNCH Service code 26 101 EAST KENNEDY BOULEVARD · TAMPA, FL 33602 | Advisory (Participants) | $12,054 |
SABAL TRUST3 years Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $11,527 |
ROGAN & ASSOCIATES, INC.2 years Service code 26 200 NINTH AVENUE NORTH · SAFETY HARBOR, FL 34695 | Advisory (Participants) | $9,217 |
Filed as: PROVISE INVESTMENT MANAGEMENT GROUP Service code 26 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Participants) | $5,159 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 26 28100 US HIGHWAY 19N · CLEARWATER, FL 33761 | Advisory (Participants) | $3,958 |
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 | $289,378 | $99,957+189.5% | $149,745+93.2% | $73,497+293.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.04% | 53.87%-37.8pp | 276.72%-260.7pp | 28.51%-12.5pp |
| Employer contribution / active EE | $10,725 | $3,191+236.1% | $4,646+130.9% | $2,270+372.4% |
| Participant deferral / active EE | $9,730 | $6,073+60.2% | $6,843+42.2% | $3,740+160.2% |
| Admin fee / account holder | $1,075 | $551+95.3% | $9,312-88.5% | $513+109.6% |