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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 28 P.O. BOX 219143 · KANSAS CITY, MO 64121 | Investment Management | $121,414 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $63,319 |
SEI INVESTMENTS10+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $60,759 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $59,315 |
VENABLE LAW FIRM10+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $37,304 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 531 WEST MORSE BLVD, STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $32,500 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $30,472 |
IRONWORKERS LOCAL UNION #3977 years Service code 49 · EIN 59-0481747 10201 E US HIGHWAY 92 · TAMPA, FL 33610 | Other Services | $10,800 |
SALEM TRUST10+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $9,897 |
RHUMBLINE ADVISORS10+ years Service code 28 · EIN 04-3076646 30 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $7,969 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.51% | 8.04%+2.5pp | 9.17%+1.3pp | 8.76%+1.7pp |
| Employer contribution / active EE | $4,913 | $10,583-53.6% | $40,523-87.9% | $16,664-70.5% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |