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| Provider | Service type | Compensation |
|---|---|---|
FARR LAW FIRM4+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
GREGORY, SHARER & STUART, PA2 years Service code 10 · EIN 59-1850025 100 SECOND AVENUE SOUTH · ST. PETERSBURG, FL 33701 | Accounting | $0 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN Service code 34 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Direct payment from the plan; Valuati... | $0 |
Filed as: SHUMAKER LOOP AND KENDRICK LLP Service code 29 · EIN 34-4439491 101 EAST KENNEDY BOULEVARD · TAMPBA, FL 33602 | Legal | $0 |
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $0 |
Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $0 |
URBACH LAW GROUP4+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,593 | $57,352+117.2% | $83,831+48.6% | $64,173+94.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -13.38% | 11.38%-24.8pp | 850.99%-864.4pp | 7.63%-21.0pp |
| Employer contribution / active EE | $6,754 | $2,546+165.3% | $3,631+86.0% | $2,381+183.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |