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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $133,894 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $74,815 |
Filed as: ENTRUST CAPITAL Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $62,829 |
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $56,970 |
LAPADULA CARLSON & CO2+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 62-0292391 | Accounting | $49,163 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $37,300 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 26-6493485 | Investment Management | $29,942 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $20,759 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANGEMENT Service code 28 · EIN 41-1460668 | Investment Management | $7,504 |
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 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 5.19% | 611.38%-606.2pp | 22.78%-17.6pp | 48.65%-43.5pp |
| Employer contribution / active EE | $2,899 | $2,943-1.5% | $3,574-18.9% | $2,182+32.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |