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| Provider | Service type | Compensation |
|---|---|---|
ATATLANTA SOSNOFF CAPITAL, LLC2+ years Service code 28 · EIN 20-0461050 | Investment Management | $128,160 |
SMITH AFFILIATED CAPITAL2+ years Service code 28 · EIN 13-3105799 | Investment Management | $125,880 |
Service code 28 · EIN 13-3200244 | Investment Management | $88,901 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $88,484 |
THE SEGAL COMPANY2+ years Filed as: SEGALROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $44,861 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $35,815 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES IACCARINO & SHEPARD LLP Service code 29 · EIN 26-3858697 | Legal | $30,000 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $25,050 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.90% | 5.13%-0.2pp | 4.74%+0.2pp | 7.18%-2.3pp |
| Employer contribution / active EE | $811 | $14,689-94.5% | $36,089-97.8% | $13,095-93.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |