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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT1+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $106,326 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $103,057 |
GEM GROUP1+ years Service code 13 · EIN 13-3329882 | Contract Administrator | $86,220 |
ATLANTIC ASSET MANAGEMENT1+ years Service code 28 · EIN 06-1567877 | Investment Management | $48,705 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $46,140 |
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 | Investment Management | $44,851 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $39,424 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $38,332 |
Filed as: FIFTH THIRD ASSET MANAGEMENT INC Service code 28 · EIN 34-1172683 | Investment Management | $36,931 |
WILLIAM ROTHBERG, ESQ.1+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $35,624 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,563 | $34,220+12.7% | $73,836-47.8% | $59,188-34.8% |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.4%+26.6pp | 69.4%+30.6pp |
| Annual return | 1.28% | 3.36%-2.1pp | 2268.06%-2266.8pp | 5.51%-4.2pp |
| Employer contribution / active EE | $7,705 | $1,480+420.6% | $2,787+176.4% | $2,098+267.3% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $264 | $64+312.2% | $4,882-94.6% | $92+186.4% |