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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $143,243 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $131,953 |
HGK TRINITY2 years Filed as: HGK TRINITY STREET INTL FUND Service code 28 · EIN 27-4114943 | Investment Management | $121,506 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $115,689 |
GARCIA HAMILTON & ASSOCIATES4 years Service code 28 · EIN 76-0589652 | Investment Management | $84,565 |
HNS MGMT CO INC10+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $74,135 |
DAHAB ASSOCIATES9 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $68,163 |
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $42,886 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $19,750 |
RHUMBLINE ADVISORS9 years Filed as: RHUMBLINE Service code 28 · EIN 04-3118582 | Investment Management | $12,814 |
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Participant contribution per participant 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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.85% | 9.32%-0.5pp | 10.53%-1.7pp | 9.30%-0.5pp |
| Employer contribution / active EE | $10,710 | $14,511-26.2% | $26,797-60.0% | $12,551-14.7% |
| Participant deferral / active EE | $3,280 | $1,678+95.5% | $122+2585.9% | $2,867+14.4% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |