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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEASIDE NATIONAL BANK AND TRUST,INC Service code 99 201 S. ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $53,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $38,245 |
GOLDMAN SACHS1 year Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $28,575 |
EJREYNOLDS, INC.8+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,676 | $64,612+46.5% | $86,438+9.5% | $64,819+46.1% |
| Participation rate | 80.1% | 81.5%-1.3pp | 80.3%-0.2pp | 71.5%+8.7pp |
| Annual return | -14.62% | 0.66%-15.3pp | 4397.19%-4411.8pp | 32.84%-47.5pp |
| Employer contribution / active EE | $3,292 | $2,744+20.0% | $3,769-12.7% | $2,507+31.3% |
| Participant deferral / active EE | $8,204 | $7,497+9.4% | $6,952+18.0% | $4,311+90.3% |
| Admin fee / account holder | $93 | $169-44.8% | $6,733-98.6% | $188-50.3% |