Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEBA1+ years Service code 14 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $90,000 |
SUGARMAN & SUSSKIND PA1+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $78,390 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $75,564 |
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 320 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $71,174 |
SMH CAPITAL ADVISORS1+ years Service code 28 · EIN 75-2681494 4800 OVERTON PLAZA 300 · FORT WORTH, TX 76109 | Investment Management | $53,180 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 1 POST OFFICE ROAD 3850 · BOSTON, MA 02109 | Investment Management | $44,192 |
SMH CAPITAL ADVISORS1+ years Filed as: SMH CORE Service code 28 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $37,796 |
PENSION FUND EVALUATIONS, INC.1+ years Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 2450 MID COUNTRY RD. 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $34,700 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Securities Custodian | $31,155 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 7878 ROSWELL ROAD · ATLANTA, GA 30350 | Actuarial | $25,925 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -4.29% | -1.13%-3.2pp | -0.81%-3.5pp | 2.81%-7.1pp |
| Employer contribution / active EE | $7,615 | $14,981-49.2% | $38,425-80.2% | $16,358-53.4% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |