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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $293,445 |
JAMES A. REICHERT6 years Filed as: JAMES M LUFFMAN Service code 26 205 EAST ORANGE STREET · LAKELAND, FL 33801 | Advisory (Participants) | $133,425 |
AGW CAPITAL ADVISORS9 years Service code 26 511 W. BAY ST., SUITE 310 · TAMPA, FL 33606 | Advisory (Participants) | $76,470 |
ALGER5 years Filed as: FRED LOPEZ/ALLEN & CO OF FLORIDA Service code 26 1401 S. FLORIDA AVE · LAKELAND, FL 33803 | Advisory (Participants) | $34,443 |
LINDSEY SHANNON6 years Service code 26 1015 CORPORATE SQUARE DRIVE · SAINT LOUIS, MO 63132 | Advisory (Participants) | $28,660 |
WILLIAM BLAIR6 years Filed as: WILLIAM MERRIAM Service code 26 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Participants) | $21,064 |
ISAAC HARTMANN4 years Service code 26 1401 S. FLORIDA AVE · LAKELAND, FL 33803 | Advisory (Participants) | $17,595 |
Filed as: CHARLES SCHWAB Service code 26 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Participants) | $16,866 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING J SEARCY, JR Service code 26 205 E ORANGE STREET · LAKELAND, FL 33801 | Advisory (Participants) | $12,840 |
TD AMERITRADE, INC.10+ years Filed as: TD AMERITRADE Service code 26 · EIN 82-0543156 | Advisory (Participants) | $7,584 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,101 | $53,204+122.0% | $155,556-24.1% | $200,096-41.0% |
| Participation rate | 92.1% | 64.1%+28.0pp | 78.2%+13.8pp | 72.0%+20.0pp |
| Annual return | 16.48% | 41.02%-24.5pp | 64.84%-48.4pp | 34.26%-17.8pp |
| Employer contribution / active EE | $2,682 | $1,850+45.0% | $4,675-42.6% | $3,038-11.7% |
| Participant deferral / active EE | $5,039 | $3,163+59.3% | $5,631-10.5% | $5,090-1.0% |
| Admin fee / account holder | $239 | $186+28.5% | $15,885-98.5% | $269-11.4% |