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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 16-0995736 | Investment Management | $345,919 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $344,486 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $328,572 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $110,011 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $103,486 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $94,904 |
WILLIAM J BRADLEY1 year Service code 30 · EIN 13-3120148 | Direct payment from the plan; Employe... | $92,107 |
PATRICK MCCULLOUGH2+ years Filed as: PATRICK DOHERTY Service code 30 · EIN 13-6178514 | Employee (plan); Recordkeeping fees | $82,002 |
MARK NARDELLA2+ years Service code 30 · EIN 13-6178514 | Employee (plan); Recordkeeping fees | $81,451 |
JOSEPH STERN CPA2+ years Filed as: JOSEPH M STERN, CPA Service code 10 · EIN 11-2767324 | Accounting | $80,731 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 4.92% | 3.63%+1.3pp | 4.16%+0.8pp | 9.19%-4.3pp |
| Employer contribution / active EE | $22,201 | $11,363+95.4% | $29,966-25.9% | $12,608+76.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |