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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $87,576 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $18,000 |
TREASURE COAST HOSPICE1 year Service code 14 · EIN 20-1683870 | Plan Administrator | $5,401 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,896 | $52,293-50.5% | $178,503-85.5% | $73,412-64.7% |
| Participation rate | 92.4% | 65.3%+27.1pp | 81.9%+10.5pp | 72.2%+20.2pp |
| Annual return | 7.11% | 34.75%-27.6pp | 151.12%-144.0pp | 59.30%-52.2pp |
| Employer contribution / active EE | $1,020 | $1,736-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $2,888 | $2,333+23.8% | $5,202-44.5% | $3,806-24.1% |
| Admin fee / account holder | $177 | $127+38.7% | $13,987-98.7% | $158+11.9% |