Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $59,676 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $58,046 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,375 |
SAWGRASS ASSET MANAGEMENT4+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY STE 20 · JACKSONVILLE, FL 32250 | Investment Management | $44,040 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $40,730 |
VENABLE LAW FIRM4+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $37,902 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $24,000 |
SALEM TRUST4+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $15,742 |
STEVEN D EISENBERG CPA PA4+ years Service code 10 · EIN 65-0140643 13790 N.W. 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $13,579 |
Service code 49 · EIN 59-0481747 10201 E US HIGHWAY 92 · TAMPA, FL 33610 | Other Services | $10,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.03% | -1.12%-2.9pp | -2.18%-1.8pp | 0.19%-4.2pp |
| Employer contribution / active EE | $4,432 | $12,052-63.2% | $38,751-88.6% | $13,763-67.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |