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| Provider | Service type | Compensation |
|---|---|---|
NEBA2+ years Service code 14 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $91,687 |
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $85,500 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $79,479 |
ATALANTA SOSNOFF1 year Service code 28 6849 CAVIRO LN · CORAL SPRINGS, FL 33071 | Investment Management | $73,224 |
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 320 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $72,357 |
DSF ADVISORS LLC1 year Filed as: DSF MULTI-FAMILY REAL ESTATE Service code 28 950 WINTER STREET4300 · WALTHAM, MA 02451 | Investment Management | $42,749 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 1 POST OFFICE ROAD 3850 · BOSTON, MA 02109 | Investment Management | $42,569 |
PENSION FUND EVALUATIONS, INC.2+ years Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 2450 MID COUNTRY RD. 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $36,575 |
SOUTHERN ACTUARIAL SERVICES2+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 7878 ROSWELL ROAD · ATLANTA, GA 30350 | Actuarial | $28,925 |
KEYBANK NATIONAL ASSOCIATION2+ years Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Securities Custodian | $28,869 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.46% | 5.80%+0.7pp | 4.74%+1.7pp | 11.88%-5.4pp |
| Employer contribution / active EE | $7,044 | $15,506-54.6% | $36,089-80.5% | $14,612-51.8% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |