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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $347,180 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $85,713 |
BHA CONSULTING2 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 33024 | Actuarial | $53,590 |
STEVEN D EISENBERG CPA PA7+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $18,484 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.70% | 38.53%-50.2pp | -3.21%-8.5pp | 2.77%-14.5pp |
| Employer contribution / active EE | $6,874 | $14,659-53.1% | $46,051-85.1% | $15,262-55.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |