Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $350,761 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 603 STANWIX STREET,2 GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $82,490 |
BHA CONSULTING5 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 33024 | Actuarial | $46,037 |
MIERZWA AND FLOYD P.A.3 years Filed as: MIERZWA & FLOYD PA Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD, SUITE 212 · GREENACRES, FL 33463 | Legal | $22,106 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $21,507 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $21,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 9.37% | 10.52%-1.2pp | 96.17%-86.8pp | 10.52%-1.2pp |
| Employer contribution / active EE | $8,940 | $15,140-41.0% | $25,602-65.1% | $15,140-41.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $292-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |