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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 | $312,448-100.0% | $297,102-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.4%-35.4pp | 34.7%-34.7pp |
| Annual return | 9.95% | 7.80%+2.1pp | 7.91%+2.0pp | 12.28%-2.3pp |
| Employer contribution / active EE | $2,642 | $30,768-91.4% | $29,328-91.0% | $34,589-92.4% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |