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| Provider | Service type | Compensation |
|---|---|---|
NEBA2+ years Service code 13 · EIN 65-0498809 | Contract Administrator | $105,585 |
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN AND SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $84,000 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 48-1305000 | Advisory (Plan) | $73,040 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $54,786 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $41,153 |
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 | Investment Management | $36,219 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $18,600 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 59-6510428 | Securities Custodian | $18,108 |
RHUMBLINE ADVISORS2+ years Filed as: RHUMBLINE ADVISORS CORP Service code 28 · EIN 04-3118582 | Investment Management | $16,497 |
IBEW-NECA SERVICE CENTER2+ 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.99% | 3.49%+2.5pp | 4.16%+1.8pp | 7.18%-1.2pp |
| Employer contribution / active EE | $2,885 | $11,083-74.0% | $29,966-90.4% | $13,095-78.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |