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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $86,760 |
BHA CONSULTING1 year Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $64,148 |
Service code 13 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $45,984 |
MIERZWA AND FLOYD P.A.3+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $34,431 |
IRONWORKERS LOCAL #4023+ years Filed as: IRONWORKERS LOCAL 402 Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $21,982 |
STEVEN D EISENBERG CPA PA3+ 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 | $15,996 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 5.56% | -1.53%+7.1pp | -2.18%+7.7pp | -0.69%+6.2pp |
| Employer contribution / active EE | $6,112 | $14,498-57.8% | $38,751-84.2% | $16,786-63.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |