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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $408,561 |
PENSION BOARD CONSULTANTS, INC.6+ years Service code 11 · EIN 59-1997474 | Actuarial | $109,490 |
Service code 29 · EIN 59-1309328 | Legal | $72,246 |
GEOGRAMETRIX6+ years Service code 15 9838 OLD BAYMEADOWS RD #347 · JACKSONVILLE, FL 32256 | Recordkeeping | $54,847 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
SMITH, GAMBRELL & RUSSELL, LLP6+ years Service code 29 · EIN 58-0967450 | Legal | $19,513 |
WAYNETTA MCGRAW1 year Filed as: WYNETTA MCGRAW Service code 10 · EIN 59-0834277 | Accounting | $11,567 |
Filed as: VENTURE POINTE Service code 15 8659 BAYPINE ROAD · JACKSONVILLE, FL 32256 | Recordkeeping | $8,076 |
THE LAMBOS FIRM, LLP6+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $7,902 |
SOUTHERN PC TECHNOLOGY1 year Service code 16 9957 MOORINGS DRIVE · JACKSONVILLE, FL 32257 | Consulting | $6,996 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -17.32% | -4.95%-12.4pp | 22.50%-39.8pp | 2.77%-20.1pp |
| Employer contribution / active EE | $9,637 | $15,740-38.8% | $33,849-71.5% | $15,262-36.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |