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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC3 years Service code 27 611 DRUID RD E STE 105 · CLEARWATER, FL 33756 | Advisory (Plan) | $19,609 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,067 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $12,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,546 | $58,778-14.0% | $129,207-60.9% | $77,643-34.9% |
| Participation rate | 44.5% | 59.2%-14.7pp | 69.6%-25.1pp | 70.6%-26.1pp |
| Annual return | 8.44% | 24.73%-16.3pp | 9417.33%-9408.9pp | 31.24%-22.8pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,439 | $3,212-55.2% | $4,168-65.5% | $4,647-69.0% |
| Admin fee / account holder | $296 | $589-49.8% | $7,715-96.2% | $430-31.2% |