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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $98,265 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-2432390 | Advisory (Plan) | $93,026 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $76,114 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEWTOWER TRUST Service code 28 · EIN 52-6218800 | Investment Management | $53,905 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 56-6165026 | Contract Administrator | $51,447 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA CARLSON & CO CPA'S Service code 10 · EIN 65-0292391 | Accounting | $48,646 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER HUDSON RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $34,822 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $25,927 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT Service code 28 · EIN 23-2859589 | Investment Management | $11,966 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | - | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | - | 1.8%-1.8pp |
| Annual return | 1.29% | 7.18%-5.9pp | - | 7.18%-5.9pp |
| Employer contribution / active EE | $5,329 | $13,095-59.3% | - | $13,095-59.3% |
| Participant deferral / active EE | $0 | $385-100.0% | - | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | - | $362-100.0% |