Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 28 · EIN 74-2154744 | Investment Management | $350,818 |
CONNORS1+ years Filed as: CONNORS INVESTOR SERVICES, INC. Service code 28 · EIN 23-1716484 | Investment Management | $154,000 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $138,241 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $57,874 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD & MARZEC, INC. Service code 28 · EIN 95-3893480 | Investment Management | $51,518 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $466,275-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | -4.95% | -0.60%-4.3pp | -2.52%-2.4pp | -0.60%-4.3pp |
| Employer contribution / active EE | $9,684 | $12,272-21.1% | $109,954-91.2% | $12,272-21.1% |
| Participant deferral / active EE | $0 | $416-100.0% | $846-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,408-100.0% | $717-100.0% |