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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $656,190 |
MD SASS2+ years Service code 28 1185 AVE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $542,319 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $529,642 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $504,708 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $468,825 |
BHMS2+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $446,022 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $325,977 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE Service code 28 · EIN 58-2372400 | Investment Management | $304,169 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $267,185 |
MELVIN FEDER2+ years Service code 29 · EIN 13-3593661 | Legal | $257,820 |
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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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 7.74% | 7.44%+0.3pp | 4.74%+3.0pp | 5.86%+1.9pp |
| Employer contribution / active EE | $22,372 | $12,240+82.8% | $36,089-38.0% | $10,137+120.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |