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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 |
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 | $85,660-79.1% | $256,809-93.0% | $85,660-79.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 88.5%+11.5pp | 74.8%+25.2pp |
| Annual return | 8.36% | 19.52%-11.2pp | 32.73%-24.4pp | 19.52%-11.2pp |
| Employer contribution / active EE | $1,918 | $4,199-54.3% | $7,263-73.6% | $4,199-54.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $125 | $224-44.2% | $25,146-99.5% | $224-44.2% |