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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $225,534 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $88,988 |
LEE BESSELL1+ years Service code 29 · EIN 65-0470827 900 NORTH FEDERAL HIGHWAY STE 304 · HALLANDALE, FL 33009 | Legal | $70,393 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY SUITE 170 · ATLANTA, GA 30338 | Actuarial | $55,921 |
ERIC J. FERNANDEZ & CO.1+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $19,262 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $17,925 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $15,920 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.67% | 5.13%-3.5pp | 4.74%-3.1pp | 7.18%-5.5pp |
| Employer contribution / active EE | $4,509 | $14,689-69.3% | $36,089-87.5% | $13,095-65.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |