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| Provider | Service type | Compensation |
|---|---|---|
C. RASO II3 years Service code 14 · EIN 04-6375393 | Plan Administrator | $58,258 |
PRISA1 year Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $56,966 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $47,511 |
R. GAITA4+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $41,378 |
FEINBERG, DUMONT & BRENNAN4+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $38,828 |
G. SARNO4+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $38,733 |
A. VALLETTA4+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $32,590 |
K. HARVEY4+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $29,788 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
SMITH & HOWARD, PC4+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $24,113 |
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 | $62,263 | $95,776-35.0% | $162,185-61.6% | $77,775-19.9% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 3.05% | 37.03%-34.0pp | 115.61%-112.6pp | 32.58%-29.5pp |
| Employer contribution / active EE | $8,760 | $3,874+126.1% | $5,613+56.1% | $2,504+249.9% |
| Participant deferral / active EE | $35 | $6,125-99.4% | $7,297-99.5% | $3,966-99.1% |
| Admin fee / account holder | $226 | $88+157.9% | $10,844-97.9% | $100+126.0% |