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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY STE 170 · ATLANTA, GA 30338 | Actuarial | $57,955 |
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY STE 20 · JACKSONVILLE, FL 32250 | Investment Management | $54,045 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $53,505 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $41,875 |
VENABLE LAW FIRM2+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $37,679 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $24,000 |
STEVEN D EISENBERG CPA PA2+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $12,123 |
SALEM TRUST2+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $11,584 |
IRONWORKERS LOCAL UNION #3972+ 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 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 | Investment Management | $9,540 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 9.76% | 5.13%+4.6pp | 4.74%+5.0pp | 7.18%+2.6pp |
| Employer contribution / active EE | $3,502 | $14,689-76.2% | $36,089-90.3% | $13,095-73.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |