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| Provider | Service type | Compensation |
|---|---|---|
BROMPTON SERVICES7+ years Service code 28 · EIN 27-2237989 | Investment Management | $78,616 |
Filed as: THE RETIREMENT ADVANTAGE , INC. Service code 11 · EIN 13-3750275 600 S. NICOLET RD. · APPLETON, WI 54914 | Actuarial | $36,630 |
BLOOMBERG FINANCE LP7+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $29,935 |
JANNEY MONTGOMERY SCOTT LLC7+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $28,459 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -8.42% | -0.56%-7.9pp | -3.21%-5.2pp | 39.77%-48.2pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |