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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $326,869 |
Service code 28 · EIN 13-3257590 | Investment Management | $211,481 |
GAMCO ASSET MANAGEMENT5 years Service code 28 · EIN 13-4044521 | Investment Management | $179,721 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $101,947 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $62,407 |
FENIMORE ASSET MANAGEMENT3 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $61,124 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $56,667 |
Filed as: EAGLE ASSET MGMNT Service code 28 · EIN 59-2385219 | Investment Management | $51,223 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $46,546 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $45,208 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.92% | 6.82%+8.1pp | 8.01%+6.9pp | 12.86%+2.1pp |
| Employer contribution / active EE | $11,309 | $12,695-10.9% | $29,476-61.6% | $13,687-17.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |