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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFIT PLAN Service code 14 · EIN 65-0498809 | Plan Administrator | $110,029 |
SUGARMAN & SUSSKIND PA2 years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $102,000 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $82,988 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 | Actuarial | $58,740 |
LAPADULA CARLSON & CO6 years Service code 10 · EIN 65-0292391 | Accounting | $42,100 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4007862 | Investment Management | $33,932 |
SAWGRASS ASSET MANAGEMENT8+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $6,039 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.43% | 7.15%-6.7pp | 20.18%-19.7pp | 37.74%-37.3pp |
| Employer contribution / active EE | $5,141 | $13,270-61.3% | $29,108-82.3% | $15,788-67.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |