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| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 · EIN 59-3488505 | Investment Management | $58,313 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $34,695 |
FLORIDA HEALTH ADMINISTRATORS1+ years Filed as: FLORIDA HEALTH ADMINISTRATORS INC. Service code 13 · EIN 65-0790004 | Contract Administrator | $25,495 |
PORTFOLIO PROGRESS1+ years Service code 27 · EIN 59-2935878 | Advisory (Plan) | $25,427 |
ROBERT A. MILES1+ years Service code 29 · EIN 59-3083714 | Legal | $25,000 |
VENEABLE LAW FIRM, P.A.1+ years Service code 29 | Legal | $22,589 |
SALEM TRUST1+ years Service code 28 | Investment Management | $6,498 |
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 | $23,126 | $55,516-58.3% | $75,782-69.5% | $59,188-60.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -2.85% | -1.89%-1.0pp | 9.68%-12.5pp | 5.51%-8.4pp |
| Employer contribution / active EE | $1,517 | $2,604-41.8% | $3,323-54.4% | $2,098-27.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $133 | $110+21.1% | $5,300-97.5% | $92+44.4% |