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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANGEMENT Service code 28 · EIN 13-4007862 | Investment Management | $110,285 |
SUGARMAN & SUSSKIND PA1 year Service code 29 · EIN 59-2539792 | Legal | $106,600 |
Service code 10 · EIN 65-0498809 | Accounting | $103,552 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORY LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $63,127 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 65-0292391 | Accounting | $39,821 |
SAWGRASS ASSET MANAGEMENT3 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 | Investment Management | $37,303 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $35,310 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $27,939 |
US BANK2 years Filed as: US BANK ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $5,576 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 3.34% | 10.27%-6.9pp | 10.56%-7.2pp | 53.27%-49.9pp |
| Employer contribution / active EE | $4,193 | $12,273-65.8% | $30,199-86.1% | $14,774-71.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |