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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $109,714 |
GEM GROUP1+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $43,620 |
SOUTHERN ACTUARIAL SERVICES1+ years Service code 11 · EIN 58-2409046 3069 AMWILER ROAD · ATLANTA, GA 30360 | Actuarial | $26,150 |
IRONWORKERS LOCAL #4021+ years Filed as: IRONWORKERS LOCAL 402 Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $21,982 |
MIERZWA AND FLOYD P.A.1+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $20,616 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN D EISENBERG CPA,P.A. Service code 10 · EIN 65-0140643 13790 NW 4TH STREET SUITE 100 · SUNRISE, FL 33325 | Accounting | $15,954 |
FIRST STATE TRUST COMPANY1+ years Service code 27 | Advisory (Plan) | $7,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $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 | -4.06% | 5.80%-9.9pp | 4.74%-8.8pp | 11.88%-15.9pp |
| Employer contribution / active EE | $3,946 | $15,506-74.6% | $36,089-89.1% | $14,612-73.0% |
| 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% |