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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $299,963 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $82,416 |
BHA CONSULTING1 year Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 33024 | Actuarial | $38,717 |
STEVEN D EISENBERG CPA PA6+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $17,758 |
SOUTHERN ACTUARIAL SERVICES6+ years Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $13,150 |
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Employer contribution per participant 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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 20.83% | 11.84%+9.0pp | 8.95%+11.9pp | 13.24%+7.6pp |
| Employer contribution / active EE | $6,621 | $12,426-46.7% | $46,559-85.8% | $14,616-54.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |