Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,039 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENT FIRM Service code 16 · EIN 13-4109249 4020 S. 147TH ST. · OMAHA, NE 68137 | Consulting | $102,097 |
FLORIDA ATLANTIC S.C1+ years Service code 26 · EIN 65-0746029 | Advisory (Participants) | $85,224 |
LORNA PIERCE C/O HOLLAND&KNIGHT1+ years Service code 14 524 GRAND REGENCY · BRANDON, FL 33510 | Plan Administrator | $70,800 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $60,000 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT, CAUSEY & HORNING, PA Service code 10 · EIN 52-1743645 | Accounting | $40,834 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN Service code 22 P.O. BOX 15519 · TAMPA, FL 33684 | Insurance Broker | $39,471 |
Filed as: CHAS P. SMITH ASSOC Service code 16 · EIN 59-2030217 | Consulting | $32,678 |
HOLLAND & KNIGHT1+ years Filed as: HOLLAND & KNIGHT LLP Service code 49 · EIN 59-0663819 | Other Services | $30,000 |
LPL FINANCIAL1+ years Filed as: ASSET MANAGEMENT-IPA LPL Service code 16 · EIN 46-3118454 | Consulting | $26,015 |
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 | $249,946 | $86,791+188.0% | $115,038+117.3% | $59,188+322.3% |
| Participation rate | 83.7% | 72.8%+10.9pp | 81.4%+2.4pp | 69.4%+14.3pp |
| Annual return | -0.07% | 4.44%-4.5pp | 26.14%-26.2pp | 5.51%-5.6pp |
| Employer contribution / active EE | $7,707 | $2,950+161.3% | $4,608+67.3% | $2,098+267.3% |
| Participant deferral / active EE | $9,317 | $5,298+75.9% | $6,026+54.6% | $3,265+185.4% |
| Admin fee / account holder | $66 | $95-30.7% | $8,175-99.2% | $92-28.6% |