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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $435,777 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $318,799 |
MANNING & NAPIER5 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $292,727 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $223,135 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $216,831 |
ULLICO7+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $172,317 |
LORD ABBETT7+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $146,807 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $133,954 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $98,668 |
AMALGAMATED1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $96,687 |
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Annual investment return 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.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.35% | 19.37%-7.0pp | 11.08%+1.3pp | 15.63%-3.3pp |
| Employer contribution / active EE | $23,611 | $13,107+80.1% | $28,418-16.9% | $11,476+105.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |