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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $198,206 |
SEYFARTH SHAW LLP2+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $154,555 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 21 · EIN 62-1237220 | Bank Trustee | $67,188 |
Filed as: STEINBERG, STECKLER & PICCIURO, CPA Service code 10 · EIN 13-2665700 | Accounting | $40,221 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $35,122 |
DAHAB ASSOCIATES2+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $34,184 |
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Employer 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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 5.66% | 9.19%-3.5pp | 4.07%+1.6pp | 9.19%-3.5pp |
| Employer contribution / active EE | $1,079 | $12,608-91.4% | $45,149-97.6% | $12,608-91.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |