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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $262,100 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $76,197 |
STEVEN D EISENBERG CPA PA4+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $20,214 |
SOUTHERN ACTUARIAL SERVICES4+ years Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $14,275 |
EGAN, SWICA , LEV4+ years Service code 29 · EIN 59-2936529 231 EAST COLONIAL DRIVE · ORLANDO, FL 32802 | Legal | $9,347 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 5.67% | 33.70%-28.0pp | 14.64%-9.0pp | 53.27%-47.6pp |
| Employer contribution / active EE | $7,357 | $14,473-49.2% | $41,831-82.4% | $14,774-50.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |