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| Provider | Service type | Compensation |
|---|---|---|
OAKBROOK INVESTMENTS, LLC1+ years Filed as: OAKBROOK INVESTMENTS Service code 28 · EIN 36-4211742 701 WARRENVILLE RD., SUITE 335 · LISLE, IL 60532 | Investment Management | $37,923 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $33,323 |
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $30,412 |
VENABLE LAW FIRM1+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $20,690 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $20,532 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $18,000 |
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 | $13,139 |
PORTFOLIO PROGRESS1+ years Service code 27 · EIN 59-2935878 12952 93RD AVENUE · SEMINOLE, FL 33776 | Advisory (Plan) | $10,058 |
SALEM TRUST1+ years Filed as: SALEM TRUST COMPANY Service code 19 · EIN 56-2075834 4890 KENNEDY BOULEVARD STE 160 · TAMPA, FL 33609 | Securities Custodian | $5,019 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,760-100.0% | $123,105-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 86.8%-86.8pp | 69.4%-69.4pp |
| Annual return | -1.66% | 2.93%-4.6pp | 13.22%-14.9pp | 5.51%-7.2pp |
| Employer contribution / active EE | $1,745 | $3,415-48.9% | $5,151-66.1% | $2,098-16.8% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |