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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES1+ years Service code 28 · EIN 27-2237989 | Investment Management | $67,134 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $27,011 |
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $25,784 |
Service code 11 · EIN 13-3750275 200 WHITE PLAINS ROAD · TARRYTOWN, NY 10591 | Actuarial | $21,525 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 1.49% | 5.80%-4.3pp | 4.74%-3.2pp | 11.88%-10.4pp |
| Employer contribution / active EE | $6,325 | $15,506-59.2% | $36,089-82.5% | $14,612-56.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |