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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $124,305 |
SMITH AFFILIATED CAPITAL3+ years Service code 28 · EIN 13-3105799 | Investment Management | $117,113 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $99,096 |
Service code 28 · EIN 13-3200244 | Investment Management | $78,050 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $45,675 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $44,022 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $35,973 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES IACCARINO & SHEPARD LLP Service code 29 · EIN 26-3858697 | Legal | $30,000 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $26,804 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.87% | 13.03%-2.2pp | 10.36%+0.5pp | 23.90%-13.0pp |
| Employer contribution / active EE | $2,738 | $15,779-82.6% | $37,738-92.7% | $16,539-83.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |