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| Provider | Service type | Compensation |
|---|---|---|
GLORIA CANCELLIERE4 years Service code 30 · EIN 11-6218316 | Employee (plan) | $154,480 |
AMALGAMATED4 years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $128,711 |
FIRST NATIONAL BANK OF OMAHA6+ years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 11-0804410 | Investment Management | $57,439 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $50,582 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,000 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $34,992 |
INVESCO6+ years Service code 28 · EIN 91-2052098 | Investment Management | $24,105 |
STEWART ALTMAN6+ years Service code 29 · EIN 11-2498164 | Legal | $22,800 |
L.H. ROSOFF & CO., LLP6+ years Service code 10 · EIN 13-1239833 | Accounting | $20,050 |
PHILIP J CASTROGIOVANNI3 years Service code 10 · EIN 11-2252603 | Accounting | $19,500 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 11.53% | 10.88%+0.6pp | 10.57%+1.0pp | 12.86%-1.3pp |
| Employer contribution / active EE | $2,510 | $18,143-86.2% | $29,483-91.5% | $13,687-81.7% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |