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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 33 · EIN 13-2638166 PO BOX 3906 · TAMPA, FL 33601 | Securities brokerage | $67,811 |
Filed as: MERRILL LYNCH Service code 33 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Securities brokerage | $46,796 |
PEREZ & COMPANY, CPA'S, PA1+ years Service code 10 · EIN 59-1669671 201 E. KENNEDY BLVD., 420 · TAMPA, FL 33602 | Accounting | $16,800 |
LAPLANT & RAINEY, CPA, PA1+ years Service code 10 · EIN 27-1320570 201 E. KENNEDY BLVD. · TAMPA, FL 33602 | Accounting | $12,000 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 11 · EIN 59-2250280 508 W. FLETCHER AVENUE · TAMPA, FL 33612 | Actuarial | $6,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,390 | $43,550+36.4% | $63,244-6.1% | $52,331+13.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -0.11% | 2.03%-2.1pp | -70.31%+70.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,817 | $1,351+182.5% | $2,322+64.4% | $1,882+102.9% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $763 | $387+97.2% | $5,893-87.1% | $592+28.9% |