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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $276,829 |
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $103,009 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY SUITE 170 · ATLANTA, GA 30338 | Actuarial | $53,098 |
LEE BESSELL3+ years Service code 29 · EIN 65-0470827 900 NORTH FEDERAL HIGHWAY STE 304 · HALLANDALE, FL 33009 | Legal | $39,525 |
ERIC J. FERNANDEZ & CO.3+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $24,267 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,218 |
STEVEN D EISENBERG CPA PA3+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $20,160 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $16,901 |
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Employer contribution per participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.11% | -1.12%+7.2pp | -2.18%+8.3pp | 0.19%+5.9pp |
| Employer contribution / active EE | $4,595 | $12,052-61.9% | $38,751-88.1% | $13,763-66.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |