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| Provider | Service type | Compensation |
|---|---|---|
NEBA2+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33186 | Contract Administrator | $84,000 |
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $77,650 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $71,952 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 7402 HODGSON MEMORIAL · SAVANNAH, GA 31406 | Advisory (Plan) | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 3438 SOLUTIONS CENTER · CHICAGO, IL 60677 | Actuarial | $57,574 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $46,792 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $10,280 |
KSDT & CO, LLC.2+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $9,100 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC Service code 28 300 FRANK W BURR BLVD · TEANECK, NJ 07666 | Investment Management | $2,033 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 13.13% | 12.23%+0.9pp | 10.36%+2.8pp | 13.95%-0.8pp |
| Employer contribution / active EE | $6,191 | $18,059-65.7% | $37,738-83.6% | $16,598-62.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |