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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 33 · EIN 13-2638166 PO BOX 3906 · TAMPA, FL 33601 | Securities brokerage | $70,928 |
Filed as: MERRILL LYNCH Service code 33 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Securities brokerage | $49,973 |
PEREZ & COMPANY, CPA'S, PA2+ years Service code 10 · EIN 59-1669671 201 E. KENNEDY BLVD., 420 · TAMPA, FL 33602 | Accounting | $22,800 |
LAPLANT & RAINEY, CPA, PA2+ years Service code 10 · EIN 27-1320570 201 E. KENNEDY BLVD. · TAMPA, FL 33602 | Accounting | $12,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 11 · EIN 59-2250280 508 W. FLETCHER AVENUE · TAMPA, FL 33612 | Actuarial | $7,129 |
BARNETT BOLT KIRKWOOD1 year Service code 29 · EIN 59-1621974 601 BAYSHORE BLVD., 700 · TAMPA, FL 33606 | Legal | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,242 | $46,072+43.8% | $69,779-5.1% | $55,167+20.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 2.21% | 8.68%-6.5pp | 12.99%-10.8pp | 169.23%-167.0pp |
| Employer contribution / active EE | $3,672 | $1,500+144.8% | $2,338+57.0% | $1,963+87.1% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $890 | $428+108.1% | $4,381-79.7% | $504+76.6% |