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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT8+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $212,954 |
Service code 28 · EIN 34-1922005 | Investment Management | $191,256 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $145,393 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $90,624 |
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0461050 | Investment Management | $59,500 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $59,268 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $48,702 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $42,350 |
AMALGAMATED BANK8+ years Service code 28 · EIN 13-4920330 | Investment Management | $41,257 |
WILLIAM ROTHBERG, ESQ.8+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $34,083 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,839 | $43,242+6.0% | $82,706-44.6% | $77,906-41.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -8.75% | 2.40%-11.1pp | 701.76%-710.5pp | 12.16%-20.9pp |
| Employer contribution / active EE | $9,371 | $1,924+386.9% | $3,007+211.6% | $2,846+229.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,394-100.0% | $4,805-100.0% |
| Admin fee / account holder | $297 | $102+189.8% | $5,329-94.4% | $133+124.0% |