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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT3+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $160,155 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $112,920 |
I.E. SHAFFER & CO.2 years Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $88,459 |
Service code 13 · EIN 34-1922005 | Contract Administrator | $81,975 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $48,792 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY Service code 28 | Investment Management | $45,596 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $39,763 |
ATALANTA SOSNOFF3+ years Service code 28 · EIN 20-0461050 | Investment Management | $31,388 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 | Investment Management | $31,150 |
WILLIAM ROTHBERG, ESQ.3+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $26,487 |
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 | $43,238 | $41,256+4.8% | $86,582-50.1% | $77,958-44.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 8.33% | 17.67%-9.3pp | 965.08%-956.8pp | 20.87%-12.5pp |
| Employer contribution / active EE | $8,141 | $1,613+404.9% | $2,839+186.7% | $2,310+252.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $296 | $71+318.1% | $4,904-94.0% | $97+203.9% |