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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF6 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $462,652 |
Service code 28 · EIN 13-3257590 | Investment Management | $258,493 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $183,027 |
AMALGAMATED1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $146,269 |
GAMCO ASSET MANAGEMENT6 years Service code 28 · EIN 13-4044521 | Investment Management | $112,867 |
LORD ABBETT6 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $98,955 |
FENIMORE ASSET MANAGEMENT4 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $85,969 |
Filed as: EAGLE ASSET MGMNT Service code 28 · EIN 59-2385219 | Investment Management | $69,002 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $57,852 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $47,450 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.97% | 19.37%-4.4pp | 11.08%+3.9pp | 15.63%-0.7pp |
| Employer contribution / active EE | $11,910 | $13,107-9.1% | $28,418-58.1% | $11,476+3.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |