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| Provider | Service type | Compensation |
|---|---|---|
NEBA3+ years Service code 14 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $93,019 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $89,169 |
SUGARMAN & SUSSKIND PA3+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $78,100 |
SAWGRASS ASSET MANAGEMENT3+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 320 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $77,411 |
ATALANTA SOSNOFF2 years Service code 28 6849 CAVIRO LN · CORAL SPRINGS, FL 33071 | Investment Management | $72,103 |
DSF ADVISORS LLC2 years Filed as: DSF MULTI-FAMILY REAL ESTATE Service code 28 950 WINTER STREET4300 · WALTHAM, MA 02451 | Investment Management | $67,255 |
ANCHOR CAPITAL ADVISORS LLC3+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 1 POST OFFICE ROAD 3850 · BOSTON, MA 02109 | Investment Management | $42,337 |
PENSION FUND EVALUATIONS, INC.3+ years Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 2450 MID COUNTRY RD. 104 · CENTEREACH, NY 11720 | Advisory (Plan) | $37,200 |
KEYBANK NATIONAL ASSOCIATION3+ years Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Securities Custodian | $29,973 |
SOUTHERN ACTUARIAL SERVICES3+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 7878 ROSWELL ROAD · ATLANTA, GA 30350 | Actuarial | $27,275 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.75% | 12.23%-0.5pp | 10.36%+1.4pp | 13.95%-2.2pp |
| Employer contribution / active EE | $7,179 | $18,059-60.2% | $37,738-81.0% | $16,598-56.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |