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| Provider | Service type | Compensation |
|---|---|---|
GLORIA CANCELLIERE1 year Service code 30 · EIN 11-6218316 | Employee (plan) | $123,580 |
INVESCO3+ years Service code 28 · EIN 91-2052098 | Investment Management | $103,392 |
ORCHARD HILLS CONSULTING, LLC3+ years Filed as: ORCHARD TRUST COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $65,000 |
FIRST NATIONAL BANK OF OMAHA3+ years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 11-0804410 | Investment Management | $54,166 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $38,329 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,204 |
MICHELLE OCHOCINSKI2 years Filed as: MICHELLE SCIORTINO Service code 30 · EIN 11-6218316 | Employee (plan) | $30,086 |
AMALGAMATED1 year Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $27,245 |
STEWART ALTMAN3+ years Service code 29 · EIN 11-2498164 | Legal | $20,100 |
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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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 11.72% | 16.52%-4.8pp | 14.20%-2.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $3,064 | $13,798-77.8% | $27,968-89.0% | $14,688-79.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |