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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $255,707 |
GEM GROUP1+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $68,889 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $15,968 |
SOUTHERN ACTUARIAL SERVICES1+ years Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $13,775 |
EGAN, SWICA , LEV1+ years Service code 29 · EIN 59-2936529 231 EAST COLONIAL DRIVE · ORLANDO, FL 32802 | Legal | $5,312 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.63% | 5.13%-5.8pp | 4.74%-5.4pp | 7.18%-7.8pp |
| Employer contribution / active EE | $5,925 | $14,689-59.7% | $36,089-83.6% | $13,095-54.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |