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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $67,705 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 59-1590516 603 STANWIX STREET, SUITE 1500 · PITTSBURGH, PA 15222 | Contract Administrator | $54,348 |
BHA CONSULTING6 years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $38,748 |
IRONWORKERS LOCAL #4025 years Service code 49 · EIN 59-0785442 1001 WEST 15TH STREET · RIVERIA BEACH, FL 33404 | Other Services | $18,487 |
STEVEN D EISENBERG CPA PA8+ years Filed as: STEVEN D EISENBERG CPA,P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33473 | Accounting | $16,270 |
MIERZWA AND FLOYD P.A.8+ years Service code 29 · EIN 65-0764963 3900 WOODLAKE BOULEVARD STE 212 · LAKE WORTH, FL 33463 | Legal | $9,868 |
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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 | $151,373-100.0% | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | - |
| Annual return | -6.74% | 93.58%-100.3pp | 12.68%-19.4pp | - |
| Employer contribution / active EE | $11,668 | $22,052-47.1% | $41,609-72.0% | - |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $10,609-100.0% | - |