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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $145,623 |
AMERICAN REALTY ADVISORS8 years Service code 28 · EIN 33-0123114 | Investment Management | $143,531 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $86,274 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $49,973 |
SMITH AFFILIATED CAPITAL1 year Filed as: SMITH AFFILIATED CAPITAL CORP. Service code 28 · EIN 13-3105799 | Investment Management | $42,289 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $41,100 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $30,750 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $29,600 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $25,089 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 8.40% | 7.22%+1.2pp | 6.70%+1.7pp | 8.21%+0.2pp |
| Employer contribution / active EE | $866 | $12,542-93.1% | $25,177-96.6% | $13,837-93.7% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |