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| Provider | Service type | Compensation |
|---|---|---|
GLORIA CANCELLIERE9 years Service code 30 · EIN 11-6218316 | Employee (plan) | $202,800 |
AMALGAMATED5 years Service code 13 · EIN 13-3432221 | Contract Administrator | $199,001 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $147,467 |
Filed as: MICHAEL CANCELLIERE Service code 30 · EIN 11-6218316 | Employee (plan) | $84,150 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,513 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $50,024 |
QUAN-VEST CONSULTANTS, INC.11+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $37,992 |
INVESCO11+ years Service code 28 · EIN 91-2052098 | Investment Management | $33,363 |
L.H. ROSOFF & CO., LLP11+ years Service code 10 · EIN 13-1239833 | Accounting | $32,000 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $23,677 |
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Employer contribution per participant 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 | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.17% | 9.04%+3.1pp | 19.25%-7.1pp | 9.04%+3.1pp |
| Employer contribution / active EE | $4,037 | $14,127-71.4% | $28,682-85.9% | $14,127-71.4% |
| Participant deferral / active EE | $0 | $665-100.0% | $55-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |