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| Provider | Service type | Compensation |
|---|---|---|
PRISA4 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $83,342 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $77,364 |
Filed as: PRU CORE BOND FUND Service code 28 · EIN 23-6994310 | Investment Management | $72,031 |
C. RASO II6 years Service code 14 · EIN 04-6375393 | Plan Administrator | $69,731 |
R. GAITA7+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $44,696 |
A. VALLETTA7+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $35,088 |
K. HARVEY7+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $33,928 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
SMITH & HOWARD, PC7+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $26,929 |
C. DAMIGELLA7+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $22,944 |
Participant contribution per participant 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 | $84,494 | $76,774+10.1% | $112,270-24.7% | $77,906+8.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 4.32% | -10.25%+14.6pp | 27.49%-23.2pp | 12.16%-7.8pp |
| Employer contribution / active EE | $8,890 | $3,977+123.6% | $3,635+144.5% | $2,846+212.3% |
| Participant deferral / active EE | $72 | $3,778-98.1% | $4,729-98.5% | $4,805-98.5% |
| Admin fee / account holder | $252 | $239+5.5% | $6,411-96.1% | $133+90.2% |