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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 | $340,597-100.0% | $328,890-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | 9.95% | 8.34%+1.6pp | 8.43%+1.5pp | 15.19%-5.2pp |
| Employer contribution / active EE | $2,642 | $30,496-91.3% | $29,249-91.0% | $34,877-92.4% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |