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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $453,254 |
Filed as: SMITH, GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 | Legal | $111,124 |
PENSION BOARD CONSULTANTS, INC.3+ years Service code 11 · EIN 59-1997474 | Actuarial | $109,490 |
Filed as: MOSELEY, PRICHARD, PARRISH, KNIGHT Service code 29 · EIN 59-1309328 | Legal | $80,118 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $75,905 |
CUTHBERTSON & ASSOCIATES3+ years Service code 10 12857 BAY PLANTATION DRIVE · JACKSONVILLE, FL 32223 | Accounting | $54,010 |
GEOGRAMETRIX3+ years Service code 15 9838 OLD BAYMEADOWS ROAD #347 · JACKSONVILLE, FL 32256 | Recordkeeping | $39,011 |
THE LAMBOS FIRM, LLP3+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $16,556 |
TEJARA & ASSOCIATES, LLC1 year Service code 16 11580 NE YEOMALT POINT DR · BRAINBRIDGE, WA 98110 | Consulting | $5,000 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.88% | 33.70%-30.8pp | 14.64%-11.8pp | 53.27%-50.4pp |
| Employer contribution / active EE | $10,438 | $14,473-27.9% | $41,831-75.0% | $14,774-29.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |