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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $391,253 |
PENSION BOARD CONSULTANTS, INC.4+ years Service code 11 · EIN 59-1997474 | Actuarial | $119,490 |
Service code 29 · EIN 59-1309328 | Legal | $86,016 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Service code 29 · EIN 58-0967450 | Legal | $79,853 |
GEOGRAMETRIX4+ years Service code 15 9838 OLD BAYMEADOWS RD · JACKSONVILLE, FL 32256 | Recordkeeping | $50,152 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,565 |
CUTHBERTSON & ASSOCIATES4+ years Service code 10 12857 BAY PLANTATION DRIVE · JACKSONVILLE, FL 32202 | Accounting | $22,327 |
THE LAMBOS FIRM, LLP1 year Service code 29 · EIN 13-3864093 | Legal | $21,748 |
Filed as: VETERAN SOLUTIONS TECHNOLOGY, LLC Service code 15 204 EAST BETONY BRANCH WAY · ST. JOHNS, FL 32259 | Recordkeeping | $6,708 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 6.31% | 15.15%-8.8pp | 10.57%-4.3pp | 11.45%-5.1pp |
| Employer contribution / active EE | $8,551 | $16,781-49.0% | $29,483-71.0% | $17,219-50.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |