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| Provider | Service type | Compensation |
|---|---|---|
FARR LAW FIRM3+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
Service code 10 · EIN 59-1850025 100 SECOND AVENUE SOUTH · ST. PETERSBURG, FL 33701 | Accounting | $0 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 34 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Valuation (appraisals, etc.); Direct ... | $0 |
SCHORTZ CPA3+ years Service code 10 · EIN 27-3656048 201 W. MARION AVENUE, SUITE 1204 · PUNTA GORDA, FL 33950 | Accounting | $0 |
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $0 |
URBACH LAW GROUP3+ years Filed as: URBACH LAW GROUP, INC. Service code 24 · EIN 26-3467266 1625 FELCH AVENUE · JACKSONVILLE, FL 32207 | Discretionary Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,341 | $63,346+129.4% | $92,240+57.6% | $70,126+107.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.36% | 530.19%-522.8pp | 176.29%-168.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $10,417 | $2,471+321.5% | $3,680+183.1% | $2,343+344.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $3,841-99.9% | $5,194-99.9% | $4,645-99.9% |