Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
HOLLAND & KNIGHT1 year Service code 16 | Consulting | $385,988 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,803 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST. #2020 · CHICAGO, IL 60606 | Advisory (Plan) | $60,000 |
SHAW & COMPANY2+ years Service code 11 7700 N KENDALL DRIVE · MIAMI, FL 33156 | Actuarial | $57,814 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $45,010 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT, CAUSEY & HORNING, PA Service code 10 · EIN 52-1743645 | Accounting | $42,271 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN & BROWN Service code 22 P. O. BOX 15519 · TAM PA, FL 33684 | Insurance Broker | $39,306 |
Filed as: CHAS R. SMITH ASSOC Service code 10 · EIN 59-2030217 | Accounting | $35,014 |
HOLLAND & KNIGHT2+ years Filed as: HOLLAND & KNIGHT LLP Service code 49 · EIN 59-0663819 | Other Services | $30,000 |
LPL FINANCIAL1 year Filed as: ASSET MANAGEMENT - IPA LPL Service code 10 · EIN 43-3118454 | Accounting | $26,857 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,491 | $85,635+201.9% | $123,894+108.6% | $63,975+304.1% |
| Participation rate | 83.8% | 74.9%+8.8pp | 81.4%+2.4pp | 71.1%+12.6pp |
| Annual return | 8.79% | 15.74%-7.0pp | 47.52%-38.7pp | 48.65%-39.9pp |
| Employer contribution / active EE | $7,647 | $3,076+148.6% | $4,617+65.6% | $2,182+250.5% |
| Participant deferral / active EE | $9,478 | $5,667+67.3% | $5,984+58.4% | $3,356+182.4% |
| Admin fee / account holder | $51 | $75-31.8% | $8,357-99.4% | $70-27.5% |