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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $86,694 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $48,780 |
BHA CONSULTING3 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $28,073 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,294 |
IRONWORKERS LOCAL #4022 years Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $21,982 |
STEVEN D EISENBERG CPA PA5+ 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 | $17,558 |
MIERZWA AND FLOYD P.A.5+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $11,133 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -3.11% | 10.61%-13.7pp | 9.52%-12.6pp | 627.08%-630.2pp |
| Employer contribution / active EE | $9,147 | $21,392-57.2% | $41,951-78.2% | $18,824-51.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |