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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES2+ years Service code 28 · EIN 27-2237989 | Investment Management | $68,229 |
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $28,560 |
BLOOMBERG FINANCE LP2+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $27,306 |
Service code 11 · EIN 13-3750275 200 WHITE PLAINS ROAD · TARRYTOWN, NY 10591 | Actuarial | $18,160 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 2.72% | 12.23%-9.5pp | 10.36%-7.6pp | 13.95%-11.2pp |
| Employer contribution / active EE | $7,028 | $18,059-61.1% | $37,738-81.4% | $16,598-57.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |