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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,355 |
Service code 27 100 ASHLEY DR S SUITE 830 · TAMPA, FL 33602 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,272 | $91,474+267.6% | $135,982+147.3% | $71,529+370.1% |
| Participation rate | 86.7% | 75.7%+11.1pp | 81.9%+4.8pp | 67.9%+18.8pp |
| Annual return | 26.95% | 29.89%-2.9pp | 68.32%-41.4pp | 28.97%-2.0pp |
| Employer contribution / active EE | $7,186 | $3,705+93.9% | $4,859+47.9% | $2,590+177.5% |
| Participant deferral / active EE | $12,296 | $7,095+73.3% | $7,760+58.5% | $4,291+186.5% |
| Admin fee / account holder | $363 | $1,267-71.4% | $10,767-96.6% | $1,588-77.2% |