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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,010,575 |
LSV ASSET MANAGEMENT9+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $426,112 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $248,114 |
JOSEPH MONTELLE4 years Service code 30 · EIN 13-1990171 | Employee (plan) | $242,190 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $227,076 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $215,328 |
WASMER, SCHROEDER & CO INC.5 years Filed as: WASMER SCHROEDER Service code 28 54 W 40TH STREET · NEW YORK, NY 10018 | Investment Management | $155,749 |
VIRGINIA & AMBINDER, LLP9+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $153,539 |
ATALANTA SOSNOFF9+ years Service code 28 · EIN 20-0461050 | Investment Management | $116,375 |
MARY JURNEY2 years Filed as: MARY CIMINO Service code 30 · EIN 13-1990171 | Employee (plan) | $114,822 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 12.87% | 7.95%+4.9pp | 20.18%-7.3pp | 9.11%+3.8pp |
| Employer contribution / active EE | $27,540 | $14,684+87.6% | $29,108-5.4% | $12,231+125.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |