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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $374,728 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $354,229 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISOR LLC Service code 28 · EIN 45-3328488 | Investment Management | $264,856 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $165,181 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $156,841 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $139,514 |
JOINT INDUSTRY BOARD2 years Filed as: JOINT MULTI SERVICE ASSOCIATES LTD Service code 10 · EIN 93-3685712 | Accounting | $112,798 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS Service code 29 · EIN 11-3236314 | Legal | $91,066 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER C BARKSDLE & ASSOC., INC Service code 28 · EIN 62-1217255 | Investment Management | $83,296 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $83,211 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.98% | 7.95%+4.0pp | 20.18%-8.2pp | 9.11%+2.9pp |
| Employer contribution / active EE | $22,575 | $14,684+53.7% | $29,108-22.4% | $12,231+84.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |