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| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY STE 20 · JACKSONVILLE, FL 32250 | Investment Management | $54,304 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY STE 170 · ATLANTA, GA 30338 | Actuarial | $53,956 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $53,464 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $42,332 |
VENABLE LAW FIRM1+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $38,088 |
SALEM TRUST1+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $13,192 |
STEVEN D EISENBERG CPA PA1+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $12,090 |
THE BOGDAHN GROUP1+ years Service code 27 | Advisory (Plan) | $12,000 |
IRONWORKERS LOCAL UNION #3971+ years Filed as: IRONWORKERS LOCAL UNION 397 Service code 49 · EIN 59-0481747 10201 E US HIGHWAY 92 · TAMPA, FL 33610 | Other Services | $10,800 |
PORTFOLIO PROGRESS1+ years Service code 27 · EIN 59-2935878 12952 93RD AVENUE · SEMINOLE, FL 33776 | Advisory (Plan) | $10,071 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.05% | 0.06%-1.1pp | -0.81%-0.2pp | -0.60%-0.4pp |
| Employer contribution / active EE | $4,059 | $14,206-71.4% | $38,425-89.4% | $12,272-66.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |