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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC6 years Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 611 DRUID ROAD · CLEARWATER, FL 33756 | Advisory (Plan) | $75,988 |
WILLIAM BLAIR1 year Service code 26 150 NORTH RIVERSIDE PLAZA · ST. PETERSBURG, IL 60606 | Advisory (Participants) | $33,943 |
Filed as: RAYMOND JAMES Service code 26 600 CLEVELAND STE 1150 · CLEARWATER, FL 33755 | Advisory (Participants) | $31,207 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,318 |
SABEL TRUST1 year Service code 26 101 CENTRAL AVENUE · ST. PETERSBURG, FL 33701 | Advisory (Participants) | $12,828 |
ROGAN & ASSOCIATES, INC.1 year Filed as: ROGAN ASSOCIATES Service code 26 200 9TH AVE N STE 100 · SAFETY HARBOR, FL 34695 | Advisory (Participants) | $12,142 |
Filed as: CHARLES SCHWAB Service code 26 3911 W SAN NICHOLAS STREET · TAMPA, FL 33629 | Advisory (Participants) | $6,164 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 26 911 CHESTNUT STREET · CLEARWATER, FL 33756 | Advisory (Participants) | $5,187 |
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 | $312,772 | $91,474+241.9% | $135,982+130.0% | $71,529+337.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 23.01% | 29.89%-6.9pp | 68.32%-45.3pp | 28.97%-6.0pp |
| Employer contribution / active EE | $11,348 | $3,705+206.3% | $4,859+133.5% | $2,590+338.2% |
| Participant deferral / active EE | $10,894 | $7,095+53.5% | $7,760+40.4% | $4,291+153.9% |
| Admin fee / account holder | $934 | $1,267-26.3% | $10,767-91.3% | $1,588-41.2% |