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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DR. STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $251,448 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE, SUI · PEMBROKE PINES, FL 330282888 | Contract Administrator | $137,427 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINTE STE 560 · ATLANTA, GA 30338 | Actuarial | $59,176 |
CAP FINANCIAL PARTNERS, LLC9 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD STE 1 · RALEIGH, NC 27609 | Advisory (Plan) | $26,095 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVE STE 112 · BOCA RATON, FL 33487 | Accounting | $24,855 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I ST. NW · WASHINGTON, DC 20006 | Investment Management | $17,062 |
VENABLE LAW FIRM1 year Service code 29 · EIN 59-1824869 7402 N 56TH ST STE 380 · TAMPA, FL 33617 | Legal | $15,658 |
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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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.83% | 9.12%-0.3pp | 9.57%-0.7pp | 10.77%-1.9pp |
| Employer contribution / active EE | $12,041 | $14,150-14.9% | $26,706-54.9% | $15,292-21.3% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |