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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY STE 170 · ATLANTA, GA 30338 | Actuarial | $64,721 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $60,049 |
SAWGRASS ASSET MANAGEMENT3+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY STE 20 · JACKSONVILLE, FL 32250 | Investment Management | $53,480 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,674 |
VENABLE LAW FIRM3+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $39,789 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 | Investment Management | $38,742 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $30,000 |
SALEM TRUST3+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $19,211 |
STEVEN D EISENBERG CPA PA3+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $13,120 |
IRONWORKERS LOCAL UNION #3973+ 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 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.51% | 13.03%+1.5pp | 10.36%+4.2pp | 23.90%-9.4pp |
| Employer contribution / active EE | $4,247 | $15,779-73.1% | $37,738-88.7% | $16,539-74.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |