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| Provider | Service type | Compensation |
|---|---|---|
NEBA5+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33186 | Contract Administrator | $88,461 |
SUGARMAN & SUSSKIND PA5+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $75,900 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $67,124 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 7402 HODGSON MEMORIAL · SAVANNAH, GA 31406 | Advisory (Plan) | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 3438 SOLUTIONS CENTER · CHICAGO, IL 60677 | Actuarial | $56,313 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $54,357 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 101 BARCLAY ST. 20 FLOOR · NEW YORK, NY 10286 | Securities Custodian | $22,959 |
MEPT3 years Service code 28 7315 WISCONSIN AVE. 350W · BETHESDA, MD 20814 | Investment Management | $16,748 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $13,848 |
KSDT & CO, LLC.5+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $8,454 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 3.27% | 10.61%-7.3pp | 9.52%-6.2pp | 627.08%-623.8pp |
| Employer contribution / active EE | $6,341 | $21,392-70.4% | $41,951-84.9% | $18,824-66.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |