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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM3 years Filed as: SMITH GRAHAM AND CO. Service code 28 · EIN 59-1498196 | Investment Management | $421,484 |
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $411,065 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $353,432 |
OLD GLORY ASSET MANAGEMENT6+ years Service code 28 · EIN 90-0065134 | Investment Management | $329,195 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $127,319 |
MARIA DANYLUK6+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $100,660 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $80,331 |
DIANA SOLTREN6+ years Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $77,781 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $65,000 |
WRIGHT INVESTORS SERVICE5 years Filed as: WRIGHT INVESTORS SERVICES Service code 28 · EIN 06-1444342 | Investment Management | $58,093 |
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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 | $151,098-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.0%0pp |
| Annual return | 18.82% | 19.39%-0.6pp | 11.31%+7.5pp | 19.39%-0.6pp |
| Employer contribution / active EE | $1,766 | $8,446-79.1% | $35,729-95.1% | $8,446-79.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $237-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $20,124-100.0% | - |