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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 65 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Account Maintenance | $119,407 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $74,571 |
Filed as: LAPLANT & RAINEY, CPA PA Service code 10 · EIN 27-1320570 201 E KENNEDY BLVD · TAMPA, FL 33602 | Accounting | $12,000 |
Filed as: PEREZ & COMPANY Service code 10 · EIN 59-1669671 4830 W KENNEDY BLVD 600 · TAMPA, FL 33609 | Accounting | $9,400 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 11 · EIN 59-2250280 508 W. FLETCHER AVENUE · TAMPA, FL 33612 | Actuarial | $5,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,264 | $50,385+45.4% | $75,501-3.0% | $62,293+17.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.60% | 19.90%-5.3pp | 27.35%-12.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $3,955 | $1,537+157.3% | $2,352+68.2% | $2,042+93.7% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,148 | $384+198.7% | $5,801-80.2% | $479+139.4% |