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| Provider | Service type | Compensation |
|---|---|---|
FARR LAW FIRM1+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
GRAY ROBINSON1+ years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $0 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 34 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Direct payment from the plan; Valuati... | $0 |
SCHORTZ CPA1+ years Service code 10 · EIN 27-3656048 201 W. MARION AVENUE, SUITE 1204 · PUNTA GORDA, FL 33950 | Accounting | $0 |
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $0 |
URBACH LAW GROUP1+ years Filed as: URBACH LAW GROUP, INC. Service code 24 · EIN 26-3467266 1625 FELCH AVENUE · JACKSONVILLE, FL 32207 | Discretionary Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,570 | $72,177+123.9% | $115,038+40.4% | $59,633+170.9% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | 1.22% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $7,258 | $2,841+155.5% | $4,608+57.5% | $2,203+229.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |