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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTSCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $143,613 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $104,893 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 11 · EIN 58-2432390 | Actuarial | $103,535 |
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 28 · EIN 52-6218800 | Investment Management | $55,046 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $49,567 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEWTOWER TRUST Service code 28 · EIN 52-6218800 | Investment Management | $44,509 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $40,286 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CORE Service code 28 3 CRESENT DRIVE, STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $35,463 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER HUDSON RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $28,600 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 301 S COLLEGE STREET #3800 · CHARLOTTE, NC 28202 | Investment Management | $8,898 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | - | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | - | 1.9%-1.9pp |
| Annual return | 10.28% | 23.90%-13.6pp | - | 23.90%-13.6pp |
| Employer contribution / active EE | $6,417 | $16,539-61.2% | - | $16,539-61.2% |
| Participant deferral / active EE | $0 | $350-100.0% | - | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | - | $18,975-100.0% |