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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $302,606 |
Service code 28 · EIN 13-3257590 | Investment Management | $160,008 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $126,144 |
GAMCO ASSET MANAGEMENT7 years Service code 28 · EIN 13-4044521 | Investment Management | $91,374 |
LORD ABBETT7 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $64,798 |
FENIMORE ASSET MANAGEMENT5 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $59,874 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $58,321 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $47,816 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $43,725 |
Filed as: EAGLE ASSET MGMNT Service code 28 · EIN 59-2385219 | Investment Management | $42,469 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.57% | -8.26%-5.3pp | -5.85%-7.7pp | 2.78%-16.3pp |
| Employer contribution / active EE | $11,524 | $12,543-8.1% | $31,839-63.8% | $15,276-24.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |