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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $491,979 |
PENSION BOARD CONSULTANTS, INC.2+ years Service code 11 · EIN 59-1997474 | Actuarial | $109,490 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $66,127 |
Filed as: MOSELEY, PRICHARD, PARRISH, KNIGHT Service code 29 · EIN 59-1309328 | Legal | $65,409 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Service code 29 · EIN 58-0967450 | Legal | $49,991 |
CUTHBERTSON & ASSOCIATES2+ years Service code 10 12857 BAY PLANTATION DRIVE · JACKSONVILLE, FL 32223 | Accounting | $47,164 |
GEOGRAMETRIX2+ years Service code 15 221 N. HOGAN STREET #363 · JACKSONVILLE, FL 32202 | Recordkeeping | $26,021 |
THE LAMBOS FIRM, LLP2+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $8,534 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 4.16% | -1.12%+5.3pp | -2.18%+6.3pp | 0.19%+4.0pp |
| Employer contribution / active EE | $9,790 | $12,052-18.8% | $38,751-74.7% | $13,763-28.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |