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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE ADMINISTRATOR Service code 13 · EIN 65-0498809 | Contract Administrator | $152,348 |
SUGARMAN & SUSSKIND PA4 years Service code 29 · EIN 59-2539792 | Legal | $115,200 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $76,216 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
LAPADULA CARLSON & CO4 years Service code 10 · EIN 65-0292391 | Accounting | $27,500 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.76% | 6.41%+4.3pp | 8.01%+2.7pp | 11.45%-0.7pp |
| Employer contribution / active EE | $11,598 | $11,5920% | $29,475-60.7% | $17,219-32.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |