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| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT6+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $40,348 |
ZIEGLER CAPITAL MANAGEMENT, LLC6+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $32,270 |
STANDARD VALUATIONS6+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $28,000 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $23,592 |
VENABLE LAW FIRM6+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $18,189 |
STEVEN D EISENBERG CPA PA6+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $11,436 |
UNION BANK & TRUST COMPANY5 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $11,326 |
OAKBROOK INVESTMENTS, LLC6+ years Filed as: OAKBROOK INVESTMENTS Service code 28 · EIN 36-4211742 2300 CABOT DRIVE SUITE 300 · LISLE, IL 60532 | Investment Management | $9,462 |
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 | $49,652 | $110,699-55.1% | $177,840-72.1% | $90,274-45.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 12.17% | 22.79%-10.6pp | 48.32%-36.2pp | 53.97%-41.8pp |
| Employer contribution / active EE | $2,594 | $4,118-37.0% | $5,919-56.2% | $2,523+2.8% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $137 | $90+52.4% | $12,431-98.9% | $114+20.2% |