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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $207,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $179,208 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $168,239 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON IE GROUP TRUST Service code 28 · EIN 13-3257590 | Investment Management | $153,965 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $149,249 |
GAMCO ASSET MANAGEMENT2 years Service code 28 · EIN 13-4044521 | Investment Management | $114,853 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $107,787 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $90,157 |
Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 14 · EIN 23-2148108 | Plan Administrator | $74,594 |
Filed as: LERNER LAW FIRM & ASSOCIATES PC Service code 29 · EIN 27-3629002 | Legal | $65,191 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.98% | 12.92%+1.1pp | 10.36%+3.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $12,255 | $14,070-12.9% | $37,738-67.5% | $14,688-16.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |