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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $111,703 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $109,633 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $100,905 |
DAHAB ASSOCIATES8 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $83,970 |
GARCIA HAMILTON & ASSOCIATES3 years Service code 28 · EIN 76-0589652 | Investment Management | $81,790 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $41,018 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $30,090 |
HGK TRINITY1 year Filed as: HGK TRINITY STREET INTL FUND Service code 28 · EIN 27-4114943 | Investment Management | $29,326 |
HNS MGMT CO INC9+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $21,555 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,613 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.89% | 10.13%+0.8pp | 78.62%-67.7pp | 9.11%+1.8pp |
| Employer contribution / active EE | $11,864 | $13,162-9.9% | $31,646-62.5% | $12,231-3.0% |
| Participant deferral / active EE | $3,269 | $1,581+106.7% | $101+3140.8% | $1,272+157.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |