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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $1,095,502 |
ATALANTA SOSNOFF9+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $912,171 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $854,974 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $752,690 |
BHMS9+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $722,643 |
BLACKROCK7 years Service code 28 | Investment Management | $514,691 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $498,320 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $484,644 |
MELVIN FEDER9+ years Service code 29 · EIN 13-3593661 | Legal | $326,520 |
P D'ABBRACCIO9+ years Service code 30 · EIN 13-1809825 | Employee (plan) | $293,268 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 14.41% | 33.11%-18.7pp | 20.18%-5.8pp | 33.11%-18.7pp |
| Employer contribution / active EE | $25,466 | $9,000+183.0% | $29,108-12.5% | $9,000+183.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |