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| Provider | Service type | Compensation |
|---|---|---|
NEBA6+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33186 | Contract Administrator | $88,277 |
SUGARMAN & SUSSKIND PA6+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $86,400 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 3438 SOLUTIONS CENTER · CHICAGO, IL 60677 | Actuarial | $68,381 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $66,583 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 7402 HODGSON MEMORIAL · SAVANNAH, GA 31406 | Advisory (Plan) | $60,000 |
MEPT4 years Service code 28 7315 WISCONSIN AVE. 350W · BETHESDA, MD 20814 | Investment Management | $32,329 |
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $30,986 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 19 101 BARCLAY ST. 20 FLOOR · NEW YORK, NY 10286 | Securities Custodian | $15,328 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $15,312 |
KSDT & CO, LLC.6+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $10,226 |
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Employer contribution per participant 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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 26.92% | 11.11%+15.8pp | 8.95%+18.0pp | 11.84%+15.1pp |
| Employer contribution / active EE | $7,277 | $19,861-63.4% | $46,559-84.4% | $17,339-58.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |