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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $140,082 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $65,577 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $55,583 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $54,325 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 62-0292391 | Accounting | $45,087 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 26-6493485 | Investment Management | $26,040 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANGEMENT Service code 28 · EIN 41-1460668 | Investment Management | $19,862 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $18,579 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -3.08% | -1.89%-1.2pp | 9.68%-12.8pp | 5.51%-8.6pp |
| Employer contribution / active EE | $2,344 | $2,604-10.0% | $3,323-29.5% | $2,098+11.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |