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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BLDG.5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $42,667 |
SMITH, GAMBRELL & RUSSELL, LLP5+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 50 NORTH LAURA STREET, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $17,951 |
STEVEN D EISENBERG CPA PA5+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $13,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,414 | $111,608-44.1% | $177,840-64.9% | $73,412-15.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 1.33% | 18.23%-16.9pp | 48.32%-47.0pp | 59.30%-58.0pp |
| Employer contribution / active EE | $4,206 | $3,796+10.8% | $5,919-28.9% | $2,234+88.3% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $723 | $166+336.5% | $12,431-94.2% | $158+357.8% |