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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES5+ years Service code 28 · EIN 27-2237989 | Investment Management | $63,273 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $29,037 |
JANNEY MONTGOMERY SCOTT LLC5+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $22,762 |
Service code 11 · EIN 13-3750275 200 WHITE PLAINS ROAD · TARRYTOWN, NY 10591 | Actuarial | $0 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 0.67% | 10.61%-9.9pp | 9.52%-8.9pp | 627.08%-626.4pp |
| Employer contribution / active EE | $12,903 | $21,392-39.7% | $41,951-69.2% | $18,824-31.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |