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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4007862 | Investment Management | $116,987 |
NEBA1+ years Filed as: NEBA, INC. Service code 14 · EIN 65-0498809 | Plan Administrator | $103,765 |
SUGARMAN & SUSSKIND PA1+ years Filed as: SUGARMAN AND SUSSKIND, P.S. Service code 29 · EIN 59-2539792 | Legal | $96,791 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 | Advisory (Plan) | $63,208 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $38,339 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 80-0618452 | Investment Management | $37,676 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $32,994 |
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 | Investment Management | $28,096 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 | Investment Management | $18,271 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO. Service code 28 · EIN 22-2796848 | Investment Management | $1,438 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.70% | 3.49%-7.2pp | 4.16%-7.9pp | 7.18%-10.9pp |
| Employer contribution / active EE | $4,139 | $11,083-62.7% | $29,966-86.2% | $13,095-68.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |