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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $58,904 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $50,337 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,020 |
SAWGRASS ASSET MANAGEMENT6+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY STE 20 · JACKSONVILLE, FL 32250 | Investment Management | $45,344 |
VENABLE LAW FIRM6+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $44,889 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $43,683 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $32,000 |
SALEM TRUST6+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $15,657 |
STEVEN D EISENBERG CPA PA6+ years Service code 10 · EIN 65-0140643 13790 N.W. 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $11,596 |
IRONWORKERS LOCAL UNION #3973 years 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.69% | 9.58%+1.1pp | 9.52%+1.2pp | 11.45%-0.8pp |
| Employer contribution / active EE | $5,782 | $21,155-72.7% | $41,951-86.2% | $17,219-66.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |