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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPTIAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $163,780 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $124,643 |
GARCIA HAMILTON & ASSOCIATES2 years Service code 28 · EIN 76-0589652 | Investment Management | $64,524 |
USI CONSULTING GROUP6 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $64,064 |
DAHAB ASSOCIATES7 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $49,980 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $41,736 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $26,147 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,250 |
HNS MGMT CO INC8+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $11,257 |
RHUMBLINE ADVISORS7 years Filed as: RHUMBLINE Service code 28 · EIN 04-3118582 | Investment Management | $10,444 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -10.85% | -13.54%+2.7pp | 22.50%-33.3pp | 23.41%-34.3pp |
| Employer contribution / active EE | $11,988 | $14,842-19.2% | $33,849-64.6% | $12,650-5.2% |
| Participant deferral / active EE | $3,347 | $1,615+107.3% | $101+3216.4% | $1,474+127.1% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |