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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $428,744 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $310,062 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $151,869 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $146,399 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $106,638 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $102,546 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $95,925 |
WILLIAM J BRADLEY3 years Service code 30 · EIN 13-3120148 | Recordkeeping fees; Employee (plan); ... | $94,773 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: COLLERAN, O'HARA AND MILLS Service code 29 · EIN 11-2326314 | Legal | $93,277 |
BAHL & GAYNOR2 years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $89,414 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 0.31% | 2.02%-1.7pp | -752.26%+752.6pp | 33.37%-33.1pp |
| Employer contribution / active EE | $24,254 | $12,422+95.3% | $31,802-23.7% | $11,253+115.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |