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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $406,329 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $373,119 |
MD SASS3+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $231,426 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $134,286 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $128,383 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 06-0839113 | Actuarial | $117,379 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $112,755 |
WILLIAM J BRADLEY2 years Service code 30 · EIN 13-3120148 | Employee (plan); Direct payment from ... | $93,740 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: COLLERAN, O'HARA AND MILLS Service code 29 · EIN 11-2326314 | Legal | $86,324 |
JOSEPH STERN CPA3+ years Filed as: JOSEPH M STERN, CPA Service code 10 · EIN 11-2767324 | Accounting | $85,824 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.43% | 12.33%+0.1pp | 8.32%+4.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $23,882 | $11,641+105.2% | $30,793-22.4% | $14,688+62.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |