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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 20 642 NEWTOWN YARDLEY RD #205 · NEWTOWN, PA 18940 | Trustee (individual); Direct payment ... | $175,692 |
GAMCO ASSET MANAGEMENT1 year Service code 28 | Investment Management | $164,553 |
Service code 28 | Investment Management | $119,883 |
Service code 13 · EIN 52-6218800 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $118,239 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $90,420 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 20-1641876 7315 WINSCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $80,867 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $61,470 |
US REIF1 year Service code 28 | Investment Management | $58,014 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $52,918 |
ARNALL GOLDEN GREGORY LLP6 years Service code 29 · EIN 58-0543673 | Legal | $34,843 |
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Employer contribution per participant 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.06% | 7.15%-2.1pp | 20.18%-15.1pp | 37.74%-32.7pp |
| Employer contribution / active EE | $4,630 | $13,270-65.1% | $29,108-84.1% | $15,788-70.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |