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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $212,850 |
SEYFARTH SHAW LLP1+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $149,564 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $50,511 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 21 · EIN 62-1237220 | Bank Trustee | $50,510 |
Filed as: STEINBERG, STECKLER & PICCIURO, CPA Service code 10 · EIN 13-2665700 | Accounting | $36,754 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $36,458 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $30,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $226,711-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | -2.62% | 1.67%-4.3pp | -1.71%-0.9pp | 1.67%-4.3pp |
| Employer contribution / active EE | $1,136 | $10,506-89.2% | $45,357-97.5% | $10,506-89.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $175-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $7,161-100.0% | $66,276-100.0% |