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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $336,872 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISOR LLC Service code 28 · EIN 45-3328488 | Investment Management | $284,951 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $281,042 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $187,837 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $155,941 |
Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $136,754 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 | Actuarial | $101,631 |
JOINT INDUSTRY BOARD1 year Filed as: JOINT MULTI SERVICE ASSOCIATES LTD Service code 10 · EIN 82-3287696 | Accounting | $99,310 |
Filed as: COLLERAN O'HARA & MILLS Service code 29 · EIN 11-3236314 | Legal | $86,262 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER C BARKSDLE & ASSOC., INC Service code 28 · EIN 62-1217255 | Investment Management | $83,526 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.22% | -7.95%-2.3pp | -5.85%-4.4pp | 23.41%-33.6pp |
| Employer contribution / active EE | $22,326 | $13,972+59.8% | $31,839-29.9% | $12,650+76.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |