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| Provider | Service type | Compensation |
|---|---|---|
NEBA1+ years Service code 13 · EIN 65-0498809 | Contract Administrator | $107,464 |
SUGARMAN & SUSSKIND PA1+ years Filed as: SUGARMAN AND SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $89,575 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 48-1305000 | Advisory (Plan) | $72,674 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $69,830 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $37,154 |
SAWGRASS ASSET MANAGEMENT1+ years Service code 28 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE, FL 32250 | Investment Management | $31,008 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $18,200 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $17,857 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISORS CORP Service code 28 · EIN 04-3118582 | Investment Management | $16,195 |
IBEW-NECA SERVICE CENTER1+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-1953076 | Other Services | $16,000 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.14% | 0.68%-0.5pp | -1.61%+1.7pp | -0.60%+0.7pp |
| Employer contribution / active EE | $3,030 | $10,568-71.3% | $30,840-90.2% | $12,272-75.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |