Filed October 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 28 4211 W BOY SCOUT BLVD · TAMPA, FL 33607 | Investment Management | $19,434 |
PCS RETIREMENT, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $9,067 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,618 | $65,960-79.4% | $81,882-83.4% | $77,762-82.5% |
| Participation rate | 97.6% | 65.8%+31.8pp | 72.4%+25.2pp | 70.6%+27.0pp |
| Annual return | 11.88% | 26.64%-14.8pp | 779.47%-767.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $1,089 | $2,375-54.1% | $2,916-62.7% | $2,728-60.1% |
| Participant deferral / active EE | $1,063 | $3,505-69.7% | $4,323-75.4% | $4,651-77.1% |
| Admin fee / account holder | $97 | $526-81.6% | $7,360-98.7% | $433-77.6% |