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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $958,075 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $910,462 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $650,098 |
BLACKROCK4 years Service code 28 | Investment Management | $611,299 |
BHMS6+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $576,392 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $546,646 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $435,705 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $331,459 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $308,261 |
MELVIN FEDER6+ years Service code 29 · EIN 13-3593661 | Legal | $301,740 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.55% | 6.00%+7.6pp | 8.01%+5.5pp | 5230.06%-5216.5pp |
| Employer contribution / active EE | $21,967 | $14,010+56.8% | $29,476-25.5% | $10,491+109.4% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |