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| Provider | Service type | Compensation |
|---|---|---|
FARR LAW FIRM5+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
GREGORY, SHARER & STUART, PA3 years Service code 10 · EIN 59-1850025 100 SECOND AVENUE SOUTH · ST. PETERSBURG, FL 33701 | Accounting | $0 |
PLANTE & MORAN, PLLC5+ 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 |
Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $0 |
URBACH LAW GROUP5+ 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 | $107,602 | $65,364+64.6% | $92,909+15.8% | $72,975+47.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -7.93% | 42.11%-50.0pp | 109.44%-117.4pp | 81.01%-88.9pp |
| Employer contribution / active EE | $5,268 | $2,594+103.1% | $3,653+44.2% | $2,440+115.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |