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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC4 years Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $89,821 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 26 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $31,740 |
Filed as: BLUE WATER WEALTH MANAGEMENT Service code 26 600 CLEVELAND STREET, SUITE 799 · CLEARWATER, FL 33755 | Advisory (Participants) | $23,802 |
Filed as: STEWARD PARTNERS GLOBAL ADVISORY Service code 26 600 CLEVELAND STREET · CLEARWATER, FL 33755 | Advisory (Participants) | $14,687 |
ROGAN & ASSOCIATES, INC.3 years Service code 26 200 NINTH AVENUE NORTH · SAFETY HARBOR, FL 34695 | Advisory (Participants) | $14,034 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,047 |
SABAL TRUST4 years Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $12,663 |
Filed as: MERRILL LYNCH Service code 26 101 EAST KENNEDY BOULEVARD · TAMPA, FL 33602 | Advisory (Participants) | $12,054 |
Filed as: PROVISE INVESTMENT MANAGEMENT GROUP Service code 26 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Participants) | $6,134 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 26 28100 US HIGHWAY 19N · CLEARWATER, FL 33761 | Advisory (Participants) | $4,906 |
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 | $329,107 | $104,497+214.9% | $159,487+106.4% | $79,389+314.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.38% | 67.98%-51.6pp | 263.71%-247.3pp | 116.89%-100.5pp |
| Employer contribution / active EE | $11,492 | $3,418+236.2% | $4,831+137.9% | $2,428+373.3% |
| Participant deferral / active EE | $10,187 | $6,468+57.5% | $7,354+38.5% | $4,046+151.8% |
| Admin fee / account holder | $1,232 | $711+73.2% | $10,804-88.6% | $626+96.7% |