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| Provider | Service type | Compensation |
|---|---|---|
NEBA5+ years Service code 14 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $94,556 |
ATALANTA SOSNOFF4 years Service code 28 6849 CAVIRO LN · CORAL SPRINGS, FL 33071 | Investment Management | $86,704 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $83,510 |
SAWGRASS ASSET MANAGEMENT5+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY 320 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $81,182 |
SUGARMAN & SUSSKIND PA5+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $78,000 |
DSF ADVISORS LLC4 years Filed as: DSF MULTI-FAMILY REAL ESTATE Service code 28 950 WINTER STREET 4300 · WALTHAM, MA 02451 | Investment Management | $64,814 |
PENSION FUND EVALUATIONS, INC.5+ years Filed as: PENSION FUND EVALUATIONS Service code 70 · EIN 11-2503982 2450 MID COUNTRY RD. 104 · CENTEREACH, NY 11720 | Consulting Fees | $37,200 |
ANCHOR CAPITAL ADVISORS LLC5+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 1 POST OFFICE ROAD 3850 · BOSTON, MA 02109 | Investment Management | $35,715 |
SOUTHERN ACTUARIAL SERVICES5+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 7878 ROSWELL ROAD · ATLANTA, GA 30350 | Actuarial | $29,500 |
KEYBANK NATIONAL ASSOCIATION5+ years Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Securities Custodian | $12,978 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 2.8%-2.8pp |
| Annual return | 16.43% | 11.52%+4.9pp | 10.56%+5.9pp | 16.32%+0.1pp |
| Employer contribution / active EE | $6,540 | $11,821-44.7% | $30,199-78.3% | $17,007-61.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |