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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $324,611 |
NATIONAL EMPLOYEE BENEFIT ADMIN8+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $129,614 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $70,290 |
CAP FINANCIAL PARTNERS, LLC7 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,597 |
STEVEN D EISENBERG CPA PA8+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $22,315 |
ULLICO8+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $15,569 |
ERIC J. FERNANDEZ & CO.8+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $13,223 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 8.88% | 11.26%-2.4pp | 12.68%-3.8pp | 37.74%-28.9pp |
| Employer contribution / active EE | $10,635 | $10,658-0.2% | $41,609-74.4% | $15,788-32.6% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |