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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 4755 EAST BAY DR · CLEARWATER, FL 33764 | Investment Management | $57,172 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $11,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,776 | $73,638+0.2% | $95,960-23.1% | $73,493+0.4% |
| Participation rate | 82.8% | 76.2%+6.6pp | 77.1%+5.7pp | 70.7%+12.1pp |
| Annual return | 10.98% | 16.78%-5.8pp | 91.63%-80.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,114 | $1,863+13.5% | $2,541-16.8% | $2,270-6.9% |
| Participant deferral / active EE | $3,887 | $3,617+7.5% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $620 | $482+28.7% | $6,797-90.9% | $513+20.9% |