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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC3+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $48,533 |
GREGORY, SHARER & STUART, PA3+ years Filed as: GREGORY, SHARER & STUART Service code 10 · EIN 59-1850025 100 SECOND AVE S · ST PETERSBURG, FL 33701 | Accounting | $6,500 |
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 | $89,215 | $63,346+40.8% | $92,240-3.3% | $70,126+27.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.90% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,667 | $2,471+7.9% | $3,680-27.5% | $2,343+13.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $498 | $3,841-87.0% | $5,194-90.4% | $4,645-89.3% |