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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4007862 | Investment Management | $112,809 |
NEBA2 years Filed as: NEBA INC Service code 10 · EIN 65-0498809 | Accounting | $105,068 |
SUGARMAN & SUSSKIND PA1 year Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 | Legal | $104,200 |
Filed as: CAPTRUST ADVISORY LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $64,237 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $61,779 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $55,228 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $38,682 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 | Investment Management | $31,023 |
US BANK1 year Filed as: US BANK ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $5,266 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 4.80% | 4.25%+0.6pp | -752.26%+757.1pp | 0.19%+4.6pp |
| Employer contribution / active EE | $3,409 | $11,906-71.4% | $31,802-89.3% | $13,763-75.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |