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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $774,926 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $706,552 |
BHMS4+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $507,286 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $487,554 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE Service code 28 · EIN 58-2372400 | Investment Management | $431,408 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $400,479 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $398,069 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $380,152 |
MELVIN FEDER4+ years Service code 29 · EIN 13-3593661 | Legal | $278,940 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $269,604 |
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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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.76% | -1.92%-2.8pp | -2.18%-2.6pp | 73.13%-77.9pp |
| Employer contribution / active EE | $21,311 | $10,821+96.9% | $38,751-45.0% | $8,421+153.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |