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| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 | Investment Management | $61,811 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $36,111 |
VENABLE LLP1 year Filed as: VENABLE LAW FIRM, P.A. Service code 29 7402 NORTH 56TH STREET · TAMPA, FL 33617 | Legal | $26,045 |
FLORIDA HEALTH ADMINISTRATORS2+ years Filed as: FLORIDA HEALTH ADMINISTRATORS INC. Service code 13 · EIN 65-0790004 | Contract Administrator | $24,535 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC. Service code 27 790 CLEVELAND AVENUE · ST PAUL, MN 55116 | Advisory (Plan) | $24,000 |
SALEM TRUST2+ years Service code 28 455 FAIRWAY DRIVE · DEERFIELD BEACH, FL 33441 | Investment Management | $9,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,511 | $57,921-47.3% | $84,753-64.0% | $57,658-47.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.43% | 10.24%-1.8pp | 22.78%-14.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,980 | $2,598+14.7% | $3,574-16.6% | $1,974+51.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $144 | $130+11.1% | $5,333-97.3% | $95+52.4% |