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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $338,110 |
ATALANTA SOSNOFF9 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $272,045 |
Service code 28 · EIN 13-3257590 | Investment Management | $218,289 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $143,767 |
FENIMORE ASSET MANAGEMENT7 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $104,999 |
LORD ABBETT9 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $90,605 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $86,700 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $85,684 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $69,169 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $62,041 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.78% | 11.08%+2.7pp | 8.10%+5.7pp | 8.76%+5.0pp |
| Employer contribution / active EE | $10,144 | $13,910-27.1% | $28,649-64.6% | $16,664-39.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |