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| Provider | Service type | Compensation |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC6+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $50,601 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $6,825 |
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $5,250 |
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 | $88,237 | $72,273+22.1% | $101,275-12.9% | $79,856+10.5% |
| Participation rate | 98.8% | 68.5%+30.4pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 5.39% | 22.30%-16.9pp | 46.48%-41.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,791 | $2,691-33.5% | $3,660-51.1% | $2,471-27.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $538 | $4,401-87.8% | $5,948-91.0% | $5,306-89.9% |