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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES4+ years Service code 28 · EIN 27-2237989 | Investment Management | $68,382 |
JANNEY MONTGOMERY SCOTT LLC4+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $31,364 |
BLOOMBERG FINANCE LP4+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $27,959 |
Service code 11 · EIN 13-3750275 570 TAXTER ROAD · ELMSFORD, NY 10523 | Actuarial | $22,570 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | -1.08% | 18.13%-19.2pp | 14.64%-15.7pp | 16.32%-17.4pp |
| Employer contribution / active EE | $7,763 | $23,138-66.4% | $41,831-81.4% | $17,007-54.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |