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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $733,590 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $586,245 |
BHMS3+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $481,668 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $481,509 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $447,485 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE Service code 28 · EIN 58-2372400 | Investment Management | $403,524 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $334,767 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $316,920 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $310,749 |
MD SASS3+ years Service code 28 1185 AVE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $287,515 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.57% | 20.78%-9.2pp | 10.36%+1.2pp | 16.32%-4.8pp |
| Employer contribution / active EE | $23,987 | $15,647+53.3% | $37,738-36.4% | $12,766+87.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |