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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 3031 N ROCKY POINT DR WEST STE 700 · TAMPA, FL 33607 | Actuarial | $391,124 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA INTERNATIONAL FUND Service code 20 · EIN 04-1867445 | Trustee (individual) | $57,353 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 20 · EIN 95-2755361 | Trustee (individual) | $45,000 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 25 · EIN 59-3482833 303 PEACHTREE STREET, SUITE 200 · ATLANTA, GA 30308 | Directed Trustee | $36,514 |
BARCLAYS CAPITAL LE2+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 21 · EIN 94-3112180 | Bank Trustee | $23,317 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN P.O. Service code 10 · EIN 43-1947695 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Accounting | $13,400 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 27-3605969 13577 FEATHERSOUND DRIVE SUITE 400 · CLEARWATER, FL 33762 | Accounting | $5,100 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 4.82% | 5.90%-1.1pp | 3.99%+0.8pp | 7.18%-2.4pp |
| Employer contribution / active EE | $5,038 | $17,826-71.7% | $38,279-86.8% | $13,095-61.5% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |