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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310632 777 SOUTH FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $297,257 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 603 STANWIX STREET,2 GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $89,142 |
BHA CONSULTING3 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 33024 | Actuarial | $47,400 |
MIERZWA AND FLOYD P.A.1 year Filed as: MIERZWA & FLOYD PA Service code 29 · EIN 65-0764963 3900 WOODLAKE BLVD, SUITE 212 · GREENACRES, FL 33463 | Legal | $26,655 |
STEVEN D EISENBERG CPA PA8+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $20,260 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 9.44% | 11.26%-1.8pp | 12.68%-3.2pp | 37.74%-28.3pp |
| Employer contribution / active EE | $8,013 | $10,658-24.8% | $41,609-80.7% | $15,788-49.2% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |