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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 65-0498809 | Plan Administrator | $110,350 |
SUGARMAN & SUSSKIND PA2 years Service code 29 · EIN 59-2539792 | Legal | $103,430 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ADVISORY LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $58,699 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $49,262 |
SAWGRASS ASSET MANAGEMENT4 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 | Investment Management | $41,373 |
WHITE STAR MANAGEMENT1 year Filed as: WHITE STAR MANAGEMENT INC. Service code 28 · EIN 36-4521625 | Investment Management | $36,288 |
GAMCO ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4007862 | Investment Management | $32,225 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 | Investment Management | $10,525 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $6,087 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 0.96% | 6.41%-5.5pp | 8.01%-7.1pp | 11.45%-10.5pp |
| Employer contribution / active EE | $4,969 | $11,592-57.1% | $29,476-83.1% | $17,219-71.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |