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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $136,422 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $52,434 |
STEVEN D EISENBERG CPA PA5+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $14,397 |
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 | $13,624 | $111,608-87.8% | $177,848-92.3% | $73,412-81.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 2.93% | 18.23%-15.3pp | 48.33%-45.4pp | 59.30%-56.4pp |
| Employer contribution / active EE | $4,873 | $3,796+28.4% | $5,919-17.7% | $2,234+118.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $89 | $166-46.3% | $12,431-99.3% | $158-43.7% |