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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $209,711 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 183 SULLY'S TRAIL · PITTSFORD, NY 14534 | Investment Management | $196,218 |
NEBA1+ years Filed as: NEBA, INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $154,747 |
Filed as: GALLAGHER FIDUCIARY ADVISORS,LLC Service code 27 805 15TH STREET NW 1120 · NEWARK, NJ 07102 | Advisory (Plan) | $120,000 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 45 ROCKERFELLER CENTER · NEW YORK CITY, NY 10111 | Investment Management | $78,213 |
RICHARD M. WEINER, P.A.1+ years Service code 29 · EIN 65-0953186 7479 NW 4TH STREET · PLANTATION, FL 33317 | Legal | $76,643 |
HGK1+ years Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $54,514 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 28 249 5TH AVE ONE PNC PL · PITTSBURGH, PA 15222 | Investment Management | $40,753 |
Filed as: PHILLIP,RICHARD & RIND PA Service code 29 9360 SW 72ND ST 283 · MIAMI, FL 33173 | Legal | $22,069 |
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $19,005 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.85% | 0.06%-0.9pp | -0.81%0pp | -0.60%-0.2pp |
| Employer contribution / active EE | $6,283 | $14,206-55.8% | $38,425-83.6% | $12,272-48.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |