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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $91,520 |
GEM GROUP2+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $44,784 |
IRONWORKERS LOCAL #4022+ years Filed as: IRONWORKERS LOCAL 402 Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $21,982 |
SOUTHERN ACTUARIAL SERVICES2+ years Service code 11 · EIN 58-2409046 3069 AMWILER ROAD · ATLANTA, GA 30360 | Actuarial | $20,050 |
STEVEN D EISENBERG CPA PA2+ 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 | $15,814 |
MIERZWA AND FLOYD P.A.2+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $13,758 |
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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 | $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 | 7.30% | 12.23%-4.9pp | 10.36%-3.1pp | 13.95%-6.6pp |
| Employer contribution / active EE | $6,466 | $18,059-64.2% | $37,738-82.9% | $16,598-61.0% |
| 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% |