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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM2 years Filed as: SMITH GRAHAM AND CO. Service code 28 · EIN 59-1498196 | Investment Management | $340,627 |
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $323,898 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $261,022 |
OLD GLORY ASSET MANAGEMENT5+ years Service code 28 · EIN 90-0065134 | Investment Management | $211,446 |
MARIA DANYLUK5+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $96,784 |
CARMEN COOPER5+ years Filed as: CARMEN PEREZ Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $85,658 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $65,000 |
AMALGAMATED BANK5+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $60,980 |
DIANA SOLTREN5+ years Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $60,615 |
WRIGHT INVESTORS SERVICE4 years Filed as: WRIGHT INVESTORS SERVICES Service code 28 · EIN 06-1444342 | Investment Management | $57,011 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 13.16% | 5230.06%-5216.9pp | 7.87%+5.3pp | 5230.06%-5216.9pp |
| Employer contribution / active EE | $1,235 | $10,491-88.2% | $31,784-96.1% | $10,491-88.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $241-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |