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| Provider | Service type | Compensation |
|---|---|---|
FARR LAW FIRM2+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
GRAY ROBINSON2+ years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $0 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 34 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Valuation (appraisals, etc.); Direct ... | $0 |
SCHORTZ CPA2+ years Service code 10 · EIN 27-3656048 201 W. MARION AVENUE, SUITE 1204 · PUNTA GORDA, FL 33950 | Accounting | $0 |
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $0 |
URBACH LAW GROUP2+ 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 | $149,589 | $56,894+162.9% | $84,753+76.5% | $62,881+137.9% |
| Participation rate | 97.3% | 68.5%+28.7pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 5.53% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $6,164 | $2,400+156.9% | $3,574+72.5% | $2,281+170.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |