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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 |
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 | $69,255-86.0% | $256,809-96.2% | $69,255-86.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 3.95% | 26.73%-22.8pp | 32.73%-28.8pp | 26.73%-22.8pp |
| Employer contribution / active EE | $1,335 | $2,645-49.5% | $7,263-81.6% | $2,645-49.5% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $110 | $733-85.0% | $25,146-99.6% | $733-85.0% |