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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT6+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $313,544 |
JOSEPH MONTELLE1 year Service code 30 · EIN 13-1990171 | Employee (plan) | $254,361 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $223,487 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $182,532 |
ATALANTA SOSNOFF6+ years Service code 28 · EIN 20-0461050 | Investment Management | $152,689 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $150,560 |
WASMER, SCHROEDER & CO INC.2 years Filed as: WASMER SCHROEDER Service code 28 54 W 40TH STREET · NEW YORK, NY 10018 | Investment Management | $127,921 |
VIRGINIA & AMBINDER, LLP6+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $108,667 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $106,393 |
CASTIGLIA LLP6+ years Service code 10 · EIN 46-2725636 | Accounting | $103,131 |
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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 | 9.53% | 6.82%+2.7pp | 8.01%+1.5pp | 12.86%-3.3pp |
| Employer contribution / active EE | $23,740 | $12,695+87.0% | $29,476-19.5% | $13,687+73.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |