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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $139,731 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $100,016 |
Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $80,115 |
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 2010 NW 150TH AVE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $52,889 |
VENABLE LLP3+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N 56TH ST, STE 380 · TAMPA, FL 33617 | Legal | $18,582 |
KSDT & CO, LLC.3+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $6,798 |
Filed as: LIGHTHOUSE DIVERSIFIED FUND, LTD Service code 51 · EIN 20-3528185 3801 PGA BLVD, SUITE 500 · PALM BEACH GARDENS, FL 33410 | Investment Mgmt Fees | $3,661 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 1.44% | 1.05%+0.4pp | -752.26%+753.7pp | -0.69%+2.1pp |
| Employer contribution / active EE | $12,207 | $11,363+7.4% | $31,802-61.6% | $16,786-27.3% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |