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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $135,527 |
HNS MGMT CO INC5+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $102,196 |
GARCIA HAMILTON & ASSOCIATES5+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 | Investment Management | $72,813 |
DAHAB ASSOCIATES4 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $66,689 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $66,651 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $51,398 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $41,204 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING, INC Service code 11 · EIN 06-1053228 | Actuarial | $22,755 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
SHIPMAN & GOODWIN LLP5+ years Service code 29 · EIN 06-0640174 | Legal | $10,283 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 17.29% | 20.24%-3.0pp | 16.32%+1.0pp | 53.27%-36.0pp |
| Employer contribution / active EE | $11,419 | $14,384-20.6% | $31,806-64.1% | $14,774-22.7% |
| Participant deferral / active EE | $2,863 | $1,713+67.2% | $211+1253.6% | $1,259+127.5% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |