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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 15 · EIN 11-3658445 | Recordkeeping | $409,998 |
Service code 29 · EIN 59-1309328 | Legal | $118,059 |
PENSION BOARD CONSULTANTS, INC.8+ years Service code 11 · EIN 59-1997474 | Actuarial | $114,960 |
SMITH, GAMBRELL & RUSSELL, LLP8+ years Service code 29 · EIN 58-0967450 | Legal | $50,720 |
Filed as: VENTURE POINTE Service code 15 8659 BAYPINE ROAD · JACKSONVILLE, FL 32256 | Recordkeeping | $50,292 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $50,000 |
GEOGRAMETRIX8+ years Service code 15 9838 OLD BAYMEADOWS RD #347 · JACKSONVILLE, FL 32256 | Recordkeeping | $46,801 |
THE LAMBOS FIRM, LLP8+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $18,017 |
WAYNETTA MCGRAW2 years Service code 10 · EIN 59-0834277 | Accounting | $16,037 |
ELAN FINANCIAL SERVICES1 year Service code 15 P.O. BOX 790408 · ST. LOUIS, MO 631790408 | Recordkeeping | $5,736 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 19.32% | 8.51%+10.8pp | 10.52%+8.8pp | 8.76%+10.6pp |
| Employer contribution / active EE | $12,780 | $16,216-21.2% | $26,749-52.2% | $16,650-23.2% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |