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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTSCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $159,920 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $114,150 |
Service code 28 · EIN 52-6218800 | Investment Management | $91,167 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $74,508 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 | Investment Management | $58,674 |
PENN CAPITAL MANAGEMENT3 years Filed as: PENN CORE Service code 28 3 CRESENT DRIVE · PHILADELPHIA, PA 19112 | Investment Management | $55,673 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $46,438 |
ARNALL GOLDEN GREGORY LLP2 years Service code 29 · EIN 58-0543673 | Legal | $44,431 |
Filed as: ENTRUST CAPITAL DIVERISIFIED FUND Service code 28 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $32,294 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 301 S COLLEGE STREET #3800 · CHARLOTTE, NC 28202 | Investment Management | $6,542 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 0.79% | 33.70%-32.9pp | 14.64%-13.9pp | 53.27%-52.5pp |
| Employer contribution / active EE | $4,112 | $14,473-71.6% | $41,831-90.2% | $14,774-72.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |