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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $78,518 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $52,248 |
BHA CONSULTING5 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $45,728 |
IRONWORKERS LOCAL #4024 years Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $21,982 |
STEVEN D EISENBERG CPA PA7+ years Filed as: STEVEN D EISENBERG CPA,P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33473 | Accounting | $17,387 |
MIERZWA AND FLOYD P.A.7+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $9,475 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | 4.17% | -12.85%+17.0pp | -3.21%+7.4pp | -5.25%+9.4pp |
| Employer contribution / active EE | $11,310 | $16,520-31.5% | $46,051-75.4% | $15,161-25.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |