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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $40,680 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $24,210 |
STEVEN D EISENBERG CPA PA9 years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $7,741 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 49 · EIN 65-0498809 2010 NW 150TH AVENUE 200 · PEMBROKE PINES, FL 33028 | Other Services | $6,568 |
MIERZWA AND FLOYD P.A.1 year Filed as: MIERZWA & FLOYD P.A. Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD 212 · LAKE WORTH, FL 33463 | Legal | $5,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,722 | $95,090-89.8% | $211,142-95.4% | $64,728-85.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 3.95% | 49.50%-45.5pp | 46.84%-42.9pp | 49.38%-45.4pp |
| Employer contribution / active EE | $1,335 | $4,313-69.0% | $6,442-79.3% | $2,243-40.5% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $110 | $538-79.5% | $19,076-99.4% | $1,145-90.4% |