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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $896,503 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $872,141 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $555,330 |
BHMS5+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $522,183 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $482,306 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $457,389 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $421,010 |
MELVIN FEDER5+ years Service code 29 · EIN 13-3593661 | Legal | $290,100 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE Service code 28 · EIN 58-2372400 | Investment Management | $255,211 |
P D'ABBRACCIO5+ years Service code 30 · EIN 13-1809825 | Employee (plan) | $249,696 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 22.72% | 10.84%+11.9pp | 10.56%+12.2pp | 1023.85%-1001.1pp |
| Employer contribution / active EE | $21,467 | $14,186+51.3% | $30,199-28.9% | $11,605+85.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |