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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $57,467 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $49,134 |
USI CONSULTING GROUP6 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $37,916 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON & ASSOCIATES, INC. Service code 28 · EIN 76-0589652 | Investment Management | $15,384 |
DAHAB ASSOCIATES8+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $13,020 |
HNS MGMT CO INC8+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $11,257 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,250 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $10,581 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $7,517 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -11.14% | 93.59%-104.7pp | 22.50%-33.6pp | 39.82%-51.0pp |
| Employer contribution / active EE | $10,048 | $17,832-43.7% | $33,849-70.3% | $19,980-49.7% |
| Participant deferral / active EE | $2,315 | $1,653+40.0% | $101+2193.5% | $614+277.2% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |