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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT5+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $187,592 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $128,781 |
Service code 28 · EIN 34-1922005 | Investment Management | $104,471 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $88,644 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $53,296 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $50,209 |
ATALANTA SOSNOFF5+ years Service code 28 · EIN 20-0461050 | Investment Management | $49,610 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $37,364 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $36,940 |
WILLIAM ROTHBERG, ESQ.5+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $24,864 |
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 | $46,495 | $44,794+3.8% | $90,300-48.5% | $77,775-40.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 9.48% | 28.23%-18.7pp | 78.11%-68.6pp | 32.58%-23.1pp |
| Employer contribution / active EE | $11,059 | $1,809+511.5% | $2,854+287.5% | $2,504+341.7% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,884-100.0% | $3,966-100.0% |
| Admin fee / account holder | $300 | $94+217.2% | $5,353-94.4% | $100+199.3% |