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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INV. MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $980,153 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $378,744 |
HOLLY GUSTAFSON2 years Filed as: HOLLY UBILLA Service code 30 · EIN 13-6414973 | Direct payment from the plan; Employe... | $258,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MGMT. CAYMAN LTD. Service code 28 | Investment Management | $254,429 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 43-3200030 | Investment Management | $224,499 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 | Legal | $207,346 |
SPIVAK LIPTON LLP7 years Service code 29 · EIN 13-3494495 | Legal | $174,841 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $148,848 |
Service code 28 · EIN 85-0584508 | Investment Management | $138,794 |
GLORIA CANCELLIERE4 years Filed as: GLORIA SHEA Service code 30 · EIN 13-6414973 | Employee (plan); Direct payment from ... | $116,574 |
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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% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | 7.92% | 9.11%-1.2pp | 12.78%-4.9pp | 9.11%-1.2pp |
| Employer contribution / active EE | $13,067 | $12,231+6.8% | $44,816-70.8% | $12,231+6.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |