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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O5+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $3,012,347 |
POST ADVISORY GROUP5+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,962,215 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $865,015 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $681,549 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $621,648 |
Service code 28 · EIN 23-2962336 | Investment Management | $601,071 |
FOUNDRY PARTNERS5+ years Service code 28 · EIN 46-1184506 | Investment Management | $552,987 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $552,746 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $483,882 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $295,567 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,522 | $52,155-12.7% | $101,275-55.1% | $106,273-57.2% |
| Participation rate | 89.4% | 81.2%+8.2pp | 75.8%+13.6pp | 70.8%+18.6pp |
| Annual return | 7.14% | 13.07%-5.9pp | 46.46%-39.3pp | 21.70%-14.6pp |
| Employer contribution / active EE | $2,994 | $3,414-12.3% | $3,660-18.2% | $2,722+10.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $168 | $102+64.9% | $5,948-97.2% | $78+113.9% |