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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFIT PLAN (NEB Service code 14 · EIN 65-0498809 | Plan Administrator | $112,858 |
SUGARMAN & SUSSKIND PA1 year Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $102,143 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $71,867 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO INVESTORS, INC Service code 28 · EIN 13-4007862 | Investment Management | $54,179 |
Filed as: HORIZON Service code 11 | Actuarial | $46,400 |
LAPADULA CARLSON & CO5 years Service code 10 · EIN 65-0292391 | Accounting | $42,100 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 80-0618452 | Investment Management | $12,980 |
SAWGRASS ASSET MANAGEMENT7+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $10,684 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -4.49% | -8.26%+3.8pp | -5.85%+1.4pp | 2.77%-7.3pp |
| Employer contribution / active EE | $5,856 | $12,543-53.3% | $31,839-81.6% | $15,262-61.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |