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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $342,888 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $327,566 |
Service code 28 · EIN 13-3257590 | Investment Management | $211,195 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $177,180 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $117,513 |
LORD ABBETT8 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $85,247 |
FENIMORE ASSET MANAGEMENT6 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $84,827 |
AMALGAMATED3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $63,031 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $58,194 |
GAMCO ASSET MANAGEMENT8 years Service code 28 · EIN 13-4044521 | Investment Management | $50,636 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 13.34% | 7.15%+6.2pp | 20.18%-6.8pp | 37.77%-24.4pp |
| Employer contribution / active EE | $11,702 | $13,270-11.8% | $29,108-59.8% | $15,798-25.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |