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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $948,728 |
LSV ASSET MANAGEMENT8+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $399,230 |
JOSEPH MONTELLE3 years Service code 30 · EIN 13-1990171 | Employee (plan) | $261,373 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $215,328 |
WASMER, SCHROEDER & CO INC.4 years Filed as: WASMER SCHROEDER Service code 28 54 W 40TH STREET · NEW YORK, NY 10018 | Investment Management | $205,602 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $200,057 |
VIRGINIA & AMBINDER, LLP8+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $137,528 |
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0461050 | Investment Management | $106,878 |
MARY JURNEY1 year Filed as: MARY CIMINO Service code 30 · EIN 13-1990171 | Employee (plan) | $101,441 |
Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $101,076 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.41% | -7.95%-3.5pp | -5.85%-5.6pp | 23.41%-34.8pp |
| Employer contribution / active EE | $25,987 | $13,972+86.0% | $31,839-18.4% | $12,650+105.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |