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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $124,778 |
GEM GROUP1+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $45,579 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $11,907 |
EGAN, SWICA , LEV1+ years Filed as: EGAN, SWICA, LEV Service code 29 · EIN 59-2936529 231 EAST COLONIAL DRIVE · ORLANDO, FL 32802 | Legal | $8,671 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 0.18% | 13.11%-12.9pp | 29.29%-29.1pp | 48.65%-48.5pp |
| Employer contribution / active EE | $957 | $3,503-72.7% | $5,211-81.6% | $2,182-56.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |