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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $102,801 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
TREASURE COAST HOSPICE2 years Service code 14 · EIN 20-1683870 | Plan Administrator | $6,765 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 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 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,844 | $56,511-52.5% | $185,837-85.6% | $86,813-69.1% |
| Participation rate | 93.8% | 65.5%+28.3pp | 81.7%+12.1pp | 72.3%+21.5pp |
| Annual return | 16.57% | 118.12%-101.5pp | 122.08%-105.5pp | 97.93%-81.4pp |
| Employer contribution / active EE | $1,130 | $1,844-38.7% | $5,168-78.1% | $2,406-53.0% |
| Participant deferral / active EE | $3,016 | $2,554+18.1% | $5,568-45.8% | $4,131-27.0% |
| Admin fee / account holder | $187 | $150+24.7% | $16,241-98.9% | $170+10.0% |