Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $447,264 |
PENSION BOARD CONSULTANTS, INC.1+ years Service code 11 · EIN 59-1997474 | Actuarial | $109,490 |
Filed as: MOSELEY, PRICHARD, PARRISH, KNIGHT Service code 29 · EIN 59-1309328 | Legal | $51,203 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $41,666 |
CUTHBERTSON & ASSOCIATES1+ years Service code 10 12857 BAY PLANTATION DRIVE · JACKSONVILLE, FL 32223 | Accounting | $39,507 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Service code 29 · EIN 58-0967450 | Legal | $33,867 |
GEOGRAMETRIX1+ years Service code 15 221 N. HOGAN STREET #363 · JACKSONVILLE, FL 32202 | Recordkeeping | $24,516 |
THE LAMBOS FIRM, LLP1+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $9,867 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.13% | 13.03%-1.9pp | 10.36%+0.8pp | 23.90%-12.8pp |
| Employer contribution / active EE | $9,332 | $15,779-40.9% | $37,738-75.3% | $16,539-43.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |