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| Provider | Service type | Compensation |
|---|---|---|
NEBA1 year Filed as: NEBA INC Service code 14 · EIN 65-0498809 | Plan Administrator | $116,660 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4007862 | Investment Management | $111,966 |
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN AND SUSSKIND, P.S. Service code 29 · EIN 59-2539792 | Legal | $93,555 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $65,505 |
Filed as: CAP TRUST ADVISORY LLC Service code 27 | Advisory (Plan) | $62,090 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $55,146 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $44,364 |
Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 | Investment Management | $30,285 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 7.21% | 11.78%-4.6pp | 8.32%-1.1pp | 23.90%-16.7pp |
| Employer contribution / active EE | $2,865 | $11,309-74.7% | $30,793-90.7% | $16,539-82.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |