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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 | $166,344 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST CO Service code 28 · EIN 30-0872552 | Investment Management | $84,189 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $61,802 |
ENTRUST PARTNERS OFFSHORE LP3 years Filed as: ENTRUST CAPITAL Service code 28 · EIN 90-0644478 | Investment Management | $50,115 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 62-0292391 | Accounting | $40,232 |
Filed as: INVESTMENT PERFORMANCE SERVICE LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
Service code 27 · EIN 13-3257590 | Advisory (Plan) | $38,196 |
ARNALL GOLDEN GREGORY LLP2 years Service code 29 · EIN 58-0543673 | Legal | $37,365 |
PENN CAPITAL MANAGEMENT2 years Filed as: PENN CAPITAL MANAGEMENT CO INC Service code 28 · EIN 22-2796848 | Investment Management | $29,341 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $8,217 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,850-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -5.53% | 3.84%-9.4pp | 850.92%-856.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $2,717 | $3,343-18.7% | $3,631-25.2% | $2,405+13.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |