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| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS1 year Service code 28 · EIN 39-1512278 | Investment Management | $438,610 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $416,844 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $408,408 |
OLD GLORY ASSET MANAGEMENT9+ years Service code 28 · EIN 90-0065134 | Investment Management | $253,535 |
PITTA LLP8 years Service code 29 · EIN 26-3852082 | Legal | $160,470 |
FORD & HARRISON LLP1 year Filed as: FORD HARRISON Service code 29 366 MADISON AVE FL 7 · NEW YORK, NY 10017 | Legal | $135,032 |
MARIA DANYLUK9+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan) | $118,099 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $112,996 |
DIANA SOLTREN9+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $111,065 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $99,839 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 28.08% | 9.30%+18.8pp | 8.34%+19.7pp | 9.30%+18.8pp |
| Employer contribution / active EE | $1,925 | $12,551-84.7% | $30,790-93.7% | $12,551-84.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |