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| Provider | Service type | Compensation |
|---|---|---|
PRISA2 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $73,159 |
C. RASO II4 years Service code 14 · EIN 04-6375393 | Plan Administrator | $59,510 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $52,700 |
R. GAITA5+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $42,428 |
G. SARNO5+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $41,334 |
FEINBERG, DUMONT & BRENNAN5+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $40,249 |
A. VALLETTA5+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $32,943 |
K. HARVEY5+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $30,439 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
SMITH & HOWARD, PC5+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $25,733 |
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 | $61,222 | $81,719-25.1% | $101,275-39.5% | $90,274-32.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -4.74% | 337.64%-342.4pp | 46.46%-51.2pp | 53.97%-58.7pp |
| Employer contribution / active EE | $8,642 | $3,622+138.6% | $3,660+136.1% | $2,523+242.5% |
| Participant deferral / active EE | $15 | $3,310-99.6% | $4,370-99.7% | $4,231-99.7% |
| Admin fee / account holder | $232 | $162+43.5% | $5,948-96.1% | $114+103.7% |