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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $607,585 |
MD SASS1+ years Service code 28 1185 AVE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $506,175 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $492,280 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $469,655 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $442,567 |
BHMS1+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $427,609 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $309,405 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE Service code 28 · EIN 58-2372400 | Investment Management | $283,767 |
MELVIN FEDER1+ years Service code 29 · EIN 13-3593661 | Legal | $247,920 |
P D'ABBRACCIO1+ years Service code 30 · EIN 13-1809825 | Employee (plan) | $215,502 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 1.23% | 3.11%-1.9pp | -0.81%+2.0pp | 3.11%-1.9pp |
| Employer contribution / active EE | $21,627 | $9,361+131.0% | $38,425-43.7% | $9,361+131.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |