Filed November 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MASTERS SMITH & WISBY PA1 year Filed as: MASTERS, SMITH & WISBY, P.A. Service code 10 · EIN 59-1466001 4811 BEACH BLVD · JACKSONVILLE, FL 32207 | Accounting | $7,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,320 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,350 | $85,766-40.1% | $136,294-62.3% | $70,131-26.8% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | -19.56% | 31.45%-51.0pp | 5155.94%-5175.5pp | 73.14%-92.7pp |
| Employer contribution / active EE | $2,172 | $2,966-26.8% | $4,695-53.7% | $2,342-7.3% |
| Participant deferral / active EE | $10,328 | $5,051+104.5% | $6,247+65.3% | $3,332+210.0% |
| Admin fee / account holder | $119 | $5,420-97.8% | $9,243-98.7% | $4,645-97.4% |