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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $288,053 |
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $117,546 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $49,731 |
LEE BESSELL5+ years Service code 29 · EIN 65-0470827 900 NORTH FEDERAL HIGHWAY STE 304 · HALLANDALE, FL 33009 | Legal | $35,550 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,510 |
STEVEN D EISENBERG CPA PA5+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $18,375 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $18,100 |
ERIC J. FERNANDEZ & CO.5+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $14,921 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 7.29% | 9.58%-2.3pp | 9.52%-2.2pp | 11.45%-4.2pp |
| Employer contribution / active EE | $10,438 | $21,155-50.7% | $41,951-75.1% | $17,219-39.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |