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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $216,842 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 59-1590516 603 STANWIX STREET, SUITE 1500 · PITTSBURGH, PA 15222 | Contract Administrator | $50,620 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $14,686 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $13,500 |
MIERZWA AND FLOYD P.A.4 years Filed as: MIERZWA & FLOYD P.A. Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD 212 · LAKE WORTH, FL 33463 | Legal | $9,750 |
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 | $17,915 | $153,743-88.3% | $197,124-90.9% | $103,975-82.8% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.7%+13.3pp | 72.5%+27.5pp |
| Annual return | 8.36% | 17.60%-9.2pp | 44.34%-36.0pp | 19.41%-11.0pp |
| Employer contribution / active EE | $1,918 | $5,424-64.6% | $6,227-69.2% | $3,722-48.5% |
| Participant deferral / active EE | $0 | $9,152-100.0% | $9,135-100.0% | $5,343-100.0% |
| Admin fee / account holder | $125 | $131-5.0% | $16,298-99.2% | $332-62.4% |