Filed April 26, 2023 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,461 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 4211 W BOY SCOUT BLVD · TAMPA, FL 33607 | Advisory (Plan) | $56,777 |
Filed as: BURNHAM GIBSON Service code 27 · EIN 47-5476782 | Advisory (Plan) | $43,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,333 | $129,021-16.8% | $184,203-41.7% | $77,643+38.2% |
| Participation rate | 96.5% | 87.3%+9.2pp | 86.8%+9.7pp | 70.6%+25.9pp |
| Annual return | 16.44% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,754 | $4,413-37.6% | $6,427-57.2% | $2,726+1.0% |
| Participant deferral / active EE | $7,226 | $7,297-1.0% | $9,131-20.9% | $4,647+55.5% |
| Admin fee / account holder | $308 | $254+21.2% | $13,901-97.8% | $430-28.5% |