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| Provider | Service type | Compensation |
|---|---|---|
ROOSEVELT INVESTMENTS4 years Filed as: THE ROOSEVELT INVESTMENT GROUP, LLC Service code 28 570 LEXINGTON AVENUE · NEW YORK, NY 10022 | Investment Management | $63,226 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $9,941 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,005-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.7%-43.7pp | 11.0%-11.0pp |
| Annual return | 19.11% | 8.11%+11.0pp | 9.82%+9.3pp | 8.21%+10.9pp |
| Employer contribution / active EE | $7,072 | $16,761-57.8% | $30,304-76.7% | $13,843-48.9% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |