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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $282,084 |
NATIONAL EMPLOYEE BENEFIT ADMIN4+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $119,333 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY SUITE 170 · ATLANTA, GA 30338 | Actuarial | $68,425 |
LEE BESSELL4+ years Service code 29 · EIN 65-0470827 900 NORTH FEDERAL HIGHWAY STE 304 · HALLANDALE, FL 33009 | Legal | $45,396 |
STEVEN D EISENBERG CPA PA4+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $26,457 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,855 |
ERIC J. FERNANDEZ & CO.4+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $18,184 |
ULLICO4+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $17,513 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 3.07% | 33.70%-30.6pp | 14.64%-11.6pp | 53.27%-50.2pp |
| Employer contribution / active EE | $8,308 | $14,473-42.6% | $41,831-80.1% | $14,774-43.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |