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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES9+ years Service code 28 · EIN 27-2237989 | Investment Management | $67,837 |
BLOOMBERG FINANCE LP9+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $32,025 |
JANNEY MONTGOMERY SCOTT LLC9+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $30,394 |
THE BENEFIT PRACTICE1 year Service code 11 · EIN 56-0906609 | Actuarial | $30,000 |
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Employer 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 | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 9.88% | 8.17%+1.7pp | 9.17%+0.7pp | 7.65%+2.2pp |
| Employer contribution / active EE | $6,646 | $16,702-60.2% | $40,523-83.6% | $20,582-67.7% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |