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| Provider | Service type | Compensation |
|---|---|---|
NEBA2+ years Filed as: NEBA INC. Service code 13 2010 NW 150TH AVE STE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $37,395 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 · EIN 26-4310632 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $36,945 |
RICHARD M. WEINER, P.A.2+ years Service code 29 7479 N.W. 4TH STREET · PLANTATION, FL 333172227 | Legal | $15,443 |
KSDT & CO, LLC.1 year Service code 10 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $7,986 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $4,072 |
Participant contribution per participant 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 | $20,723 | $71,802-71.1% | $133,975-84.5% | $57,658-64.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.11% | 13.51%-6.4pp | 29.29%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,016 | $3,161-36.2% | $5,211-61.3% | $1,974+2.1% |
| Participant deferral / active EE | $830 | $4,606-82.0% | $6,282-86.8% | $3,061-72.9% |
| Admin fee / account holder | $74 | $88-15.1% | $9,324-99.2% | $95-21.3% |