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| Provider | Service type | Compensation |
|---|---|---|
RGM CAPITAL, LLC4 years Filed as: RGM CAPITAL MANAGEMENT Service code 28 · EIN 06-1685711 | Investment Management | $862,032 |
RIVE CAPITAL ADVISORS, LLC4 years Service code 28 · EIN 84-1974821 | Investment Management | $205,147 |
TOM PARAVOLA4 years Filed as: TOM BOEHM Service code 30 · EIN 51-6040136 | Employee (plan) | $112,500 |
Filed as: RIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5459286 | Investment Management | $106,800 |
CJBS, LLC9 years Service code 10 · EIN 36-3524803 | Accounting | $105,880 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $104,855 |
NTIVA, INC4 years Filed as: NTIVA, INC. Service code 49 · EIN 20-2106015 | Other Services | $101,756 |
CHARLES PASTORE10+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $98,743 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $81,009 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $80,000 |
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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 | $0 | $893,103-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.4%-58.4pp | 0.0%0pp |
| Annual return | 111.37% | 10.77%+100.6pp | 10.59%+100.8pp | 10.77%+100.6pp |
| Employer contribution / active EE | $10,188 | $15,292-33.4% | $33,926-70.0% | $15,292-33.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $14-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,376-100.0% | - |