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| Provider | Service type | Compensation |
|---|---|---|
ROOSEVELT INVESTMENTS5 years Filed as: THE ROOSEVELT INVESTMENT GROUP, LLC Service code 28 570 LEXINGTON AVENUE · NEW YORK, NY 10022 | Investment Management | $70,671 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $9,811 |
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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 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | 9.95% | 3.54%+6.4pp | 3.87%+6.1pp | 15.59%-5.6pp |
| Employer contribution / active EE | $2,642 | $31,139-91.5% | $28,590-90.8% | $33,256-92.1% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |