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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $163,964 |
ZENITH AMERICAN SOLUTIONS7 years Service code 10 · EIN 59-1590516 603 STANWIX STREET, SUITE 1500 · PITTSBURGH, PA 15222 | Accounting | $60,744 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $16,224 |
MIERZWA AND FLOYD P.A.3 years Filed as: MIERZWA & FLOYD P.A. Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD 212 · LAKE WORTH, FL 33463 | Legal | $8,464 |
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 | $16,278 | $129,227-87.4% | $184,260-91.2% | $77,736-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.20% | 33.24%-26.0pp | 28.84%-21.6pp | 31.26%-24.1pp |
| Employer contribution / active EE | $6,541 | $4,412+48.2% | $6,427+1.8% | $2,728+139.8% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $105 | $256-58.8% | $13,898-99.2% | $433-75.7% |