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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $117,140 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST CAPITAL Service code 28 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $64,524 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $58,394 |
Filed as: INVESTMENT PERFORMANCE SERVICE LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 62-0292391 | Accounting | $38,803 |
Service code 27 · EIN 13-3257590 | Advisory (Plan) | $33,741 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGEMENT CO INC Service code 28 · EIN 22-2796848 | Investment Management | $19,876 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER HUDSON RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $18,600 |
Service code 29 · EIN 58-0543673 | Legal | $17,050 |
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 10.80% | 15.65%-4.9pp | 176.29%-165.5pp | 20.87%-10.1pp |
| Employer contribution / active EE | $3,186 | $3,226-1.3% | $3,680-13.4% | $2,310+37.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |