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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $131,259 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $50,418 |
STEVEN D EISENBERG CPA PA4+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $15,413 |
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 | $88,515-100.0% | $162,185-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 87.6%-87.6pp | 71.3%-71.3pp |
| Annual return | 5.77% | 27.04%-21.3pp | 115.61%-109.8pp | 378.57%-372.8pp |
| Employer contribution / active EE | $5,804 | $3,563+62.9% | $5,613+3.4% | $2,148+170.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,844-100.0% | $142-100.0% |