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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $43,498 |
C. RASO II1+ years Filed as: C. RASO JR. Service code 14 · EIN 04-6375393 | Plan Administrator | $39,336 |
G. SARNO1+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $38,111 |
R. GAITA1+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $37,533 |
FEINBERG, DUMONT & BRENNAN1+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $33,818 |
K. HARVEY1+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $27,861 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,050 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $26,387 |
A. VALLETTA1+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $22,679 |
SMITH & HOWARD, PC1+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $22,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,220 | $80,354-40.0% | $133,975-64.0% | $63,975-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -1.41% | 13.11%-14.5pp | 29.29%-30.7pp | 48.65%-50.1pp |
| Employer contribution / active EE | $6,867 | $3,503+96.0% | $5,211+31.8% | $2,182+214.8% |
| Participant deferral / active EE | $60 | $5,239-98.9% | $6,282-99.0% | $3,356-98.2% |
| Admin fee / account holder | $219 | $69+216.1% | $9,324-97.7% | $70+211.0% |