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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $89,966 |
PRISA6 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $89,840 |
C. RASO II8 years Service code 14 · EIN 04-6375393 | Plan Administrator | $78,851 |
Filed as: PRU CORE BOND FUND Service code 28 · EIN 23-6994310 | Investment Management | $49,443 |
M. ROSE2 years Service code 30 · EIN 04-2145367 | Employee (plan); Direct payment from ... | $45,213 |
K. HARVEY9+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $42,051 |
FEINBERG, DUMONT & BRENNAN4 years Filed as: FEINBERG DUMONT & BRENNAN Service code 29 · EIN 04-2738936 | Legal | $32,205 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
MANZI & ASSOCIATES, LLC9+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $27,263 |
C. DAMIGELLA9+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $23,589 |
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 | $89,938 | $241,850-62.8% | $102,437-12.2% | $200,096-55.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.94% | 17.67%-6.7pp | 24.95%-14.0pp | 34.26%-23.3pp |
| Employer contribution / active EE | $9,686 | $4,253+127.8% | $3,871+150.2% | $3,038+218.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $251 | $288-12.8% | $8,388-97.0% | $269-6.7% |