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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC2+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $44,391 |
GREGORY, SHARER & STUART, PA2+ years Filed as: GREGORY, SHARER & STUART Service code 10 · EIN 59-1850025 100 SECOND AVE S · ST PETERSBURG, FL 33701 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,020 | $56,894+45.9% | $84,753-2.0% | $62,881+32.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.43% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,439 | $2,400+1.6% | $3,574-31.8% | $2,281+6.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $531 | $3,581-85.2% | $5,333-90.0% | $4,296-87.6% |