Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $328,145 |
GOTHAM ASSET MANAGEMENT2+ years Service code 28 · EIN 26-3590875 | Investment Management | $64,815 |
VULCAN VALUE PARTNERS2+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $35,505 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN- BOLTON GROUP Service code 28 · EIN 13-5529190 | Investment Management | $27,837 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5674085 | Securities brokerage | $15,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $12,301 |
BLACKSTONE1 year Filed as: BLACKSTONE GSO SECURED TRUST LTD Service code 28 · EIN 98-0659304 | Investment Management | $5,762 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 7.29% | 3.08%+4.2pp | 4.07%+3.2pp | 4.56%+2.7pp |
| Employer contribution / active EE | $11,093 | $13,461-17.6% | $45,149-75.4% | $15,526-28.6% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |