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| Provider | Service type | Compensation |
|---|---|---|
GLORIA CANCELLIERE2 years Service code 30 · EIN 11-6218316 | Employee (plan) | $132,230 |
AMALGAMATED2 years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $125,715 |
INVESCO4+ years Service code 28 · EIN 91-2052098 | Investment Management | $119,864 |
FIRST NATIONAL BANK OF OMAHA4+ years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 11-0804410 | Investment Management | $55,715 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $45,614 |
PHILIP J CASTROGIOVANNI1 year Service code 10 · EIN 11-2252603 | Accounting | $35,100 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $34,992 |
STEWART ALTMAN4+ years Service code 29 · EIN 11-2498164 | Legal | $22,800 |
L.H. ROSOFF & CO., LLP4+ years Service code 10 · EIN 13-1239833 | Accounting | $18,000 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -4.09% | -1.31%-2.8pp | -0.70%-3.4pp | 33.37%-37.5pp |
| Employer contribution / active EE | $2,892 | $12,967-77.7% | $28,903-90.0% | $11,253-74.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |