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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $100,757 |
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2050 NW 150TH AVENUE STE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $49,144 |
VENABLE LAW FIRM5+ years Service code 29 · EIN 59-1824867 7402 N 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $13,367 |
STEVEN D EISENBERG CPA PA5+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $8,323 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 1.78% | 10.61%-8.8pp | 9.52%-7.7pp | 627.08%-625.3pp |
| Employer contribution / active EE | $6,940 | $21,392-67.6% | $41,951-83.5% | $18,824-63.1% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |