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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $240,949 |
GEM GROUP2+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $70,956 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $16,344 |
SOUTHERN ACTUARIAL SERVICES2+ years Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $14,100 |
EGAN, SWICA , LEV2+ years Service code 29 · EIN 59-2936529 231 EAST COLONIAL DRIVE · ORLANDO, FL 32802 | Legal | $6,994 |
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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 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 8.31% | 28.83%-20.5pp | 10.36%-2.1pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $37,738-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |