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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 1700 MARKET STREET STE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $65,589 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $60,040 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $52,371 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $45,801 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE Service code 28 P.O. BOX 219143 · KANSAS CITY, MO 64121 | Investment Management | $38,979 |
VENABLE LAW FIRM8+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $37,274 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $26,000 |
STEVEN D EISENBERG CPA PA8+ years Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BAOCA RATON, FL 33487 | Accounting | $13,964 |
IRONWORKERS LOCAL UNION #3975 years Service code 49 · EIN 59-0481747 10201 E US HIGHWAY 92 · TAMPA, FL 33610 | Other Services | $10,800 |
SALEM TRUST8+ years Service code 19 · EIN 56-2075834 4890 W. KENNEDY BLVD., SUITE 160 · TAMPA, FL 33609 | Securities Custodian | $10,735 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.39% | 38.53%-51.9pp | -3.21%-10.2pp | 2.77%-16.2pp |
| Employer contribution / active EE | $5,444 | $14,659-62.9% | $46,051-88.2% | $15,262-64.3% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |