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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $56,931 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $43,828 |
HNS MGMT CO INC7+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $37,178 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $27,004 |
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA HAMILTON & ASSOCIATES, INC. Service code 28 · EIN 76-0589652 | Investment Management | $21,432 |
DAHAB ASSOCIATES7+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $17,602 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $11,265 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $9,990 |
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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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 18.12% | 30.31%-12.2pp | 14.84%+3.3pp | 11.84%+6.3pp |
| Employer contribution / active EE | $10,244 | $21,473-52.3% | $37,950-73.0% | $17,339-40.9% |
| Participant deferral / active EE | $2,246 | $1,883+19.3% | $127+1663.3% | $683+229.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |