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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $155,084 |
ZENITH AMERICAN SOLUTIONS6 years Service code 10 · EIN 59-1590516 603 STANWIX STREET, SUITE 1500 · PITTSBURGH, PA 15222 | Accounting | $58,989 |
STEVEN D EISENBERG CPA PA8+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $16,559 |
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 | $15,199 | $100,272-84.8% | $170,057-91.1% | $74,473-79.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 5.43% | 66.12%-60.7pp | 53.42%-48.0pp | 34.36%-28.9pp |
| Employer contribution / active EE | $5,626 | $4,266+31.9% | $6,790-17.1% | $2,638+113.3% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $106 | $235-54.6% | $12,826-99.2% | $347-69.3% |