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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES10+ years Service code 28 · EIN 27-2237989 | Investment Management | $71,107 |
THE BENEFIT PRACTICE2 years Service code 11 · EIN 56-0906609 | Actuarial | $67,000 |
BLOOMBERG FINANCE LP10+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $32,663 |
JANNEY MONTGOMERY SCOTT LLC10+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $30,699 |
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Employer 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 | $0 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 2.1%-2.1pp |
| Annual return | 3.47% | 9.01%-5.5pp | 44.37%-40.9pp | 9.16%-5.7pp |
| Employer contribution / active EE | $6,627 | $12,829-48.3% | $36,004-81.6% | $19,955-66.8% |
| Participant deferral / active EE | $0 | $758-100.0% | $159-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |