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| Provider | Service type | Compensation |
|---|---|---|
MD SASS1+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $427,072 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $365,446 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $224,768 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $146,617 |
SNOW CAPITAL MANAGEMENT1+ years Filed as: SNOW CAPITAL MANAGEMENT LP Service code 28 · EIN 25-1894428 | Investment Management | $120,710 |
ULLICO1+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $102,615 |
FOX ASSET MANAGEMENT1+ years Filed as: FOX ASSET MANAGEMENT LLC Service code 28 · EIN 22-3828813 | Investment Management | $60,800 |
JOSEPH STERN CPA1+ years Filed as: JOSEPH M. STERN, CPA Service code 10 · EIN 11-3767324 | Accounting | $58,458 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, OHARA AND MILLS Service code 29 · EIN 11-3236314 | Legal | $56,649 |
MARK NARDELLA1+ years Service code 30 · EIN 13-6178512 | Recordkeeping fees; Employee (plan) | $54,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | 1.17% | -1.89%+3.1pp | 9.68%-8.5pp | 5.51%-4.3pp |
| Employer contribution / active EE | $12,540 | $2,604+381.7% | $3,323+277.3% | $2,098+497.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |