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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 183 SULLY'S TRAIL · PITTSFORD, NY 14534 | Investment Management | $214,107 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $127,231 |
Filed as: GALLAGHER FIDUCIARY ADVISORS,LLC Service code 27 805 15TH STREET NW 1120 · NEWARK, NJ 07102 | Advisory (Plan) | $120,000 |
NEBA2+ years Filed as: NEBA, INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $113,177 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 45 ROCKERFELLER CENTER · NEW YORK CITY, NY 10111 | Investment Management | $81,239 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY ASSET Service code 28 BNY MELLON CENTER · BOSTON, MA 02108 | Investment Management | $58,121 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 28 249 5TH AVE ONE PNC PL · PITTSBURGH, PA 15222 | Investment Management | $41,125 |
Filed as: PHILLIP,RICHARD & RIND PA Service code 29 9360 SW 72ND ST 283 · MIAMI, FL 33173 | Legal | $34,054 |
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $26,052 |
RICHARD M. WEINER, P.A.2+ years Service code 29 · EIN 65-0953186 7479 NW 4TH STREET · PLANTATION, FL 33317 | Legal | $22,243 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.36% | 5.13%+2.2pp | 4.74%+2.6pp | 7.18%+0.2pp |
| Employer contribution / active EE | $6,040 | $14,689-58.9% | $36,089-83.3% | $13,095-53.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |