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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE ADMINISTRATORS Service code 13 · EIN 65-0498809 | Contract Administrator | $165,836 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $84,805 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON RUDNICK Service code 27 · EIN 95-4575414 | Advisory (Plan) | $75,397 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
LAPADULA CARLSON & CO8 years Service code 10 · EIN 65-0292391 | Accounting | $38,507 |
SUGARMAN & SUSSKIND PA8 years Service code 29 · EIN 59-2539792 | Legal | $12,569 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.78% | 11.08%-1.3pp | 8.10%+1.7pp | 8.76%+1.0pp |
| Employer contribution / active EE | $18,768 | $13,910+34.9% | $28,649-34.5% | $16,664+12.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |