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| Provider | Service type | Compensation |
|---|---|---|
ATATLANTA SOSNOFF CAPITAL, LLC1+ years Service code 28 · EIN 20-0461050 | Investment Management | $139,792 |
SMITH AFFILIATED CAPITAL1+ years Service code 28 · EIN 13-3105799 | Investment Management | $126,995 |
Service code 28 · EIN 13-3200244 | Investment Management | $109,753 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $84,262 |
THE SEGAL COMPANY1+ years Filed as: SEGALROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,533 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $45,634 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $34,991 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES IACCARINO & SHEPARD LLP Service code 29 · EIN 26-3858697 | Legal | $30,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $24,550 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.39% | 0.06%+0.3pp | -0.81%+1.2pp | -0.60%+1.0pp |
| Employer contribution / active EE | $792 | $14,206-94.4% | $38,425-97.9% | $12,272-93.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |