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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $688,761 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $492,384 |
LORD ABBETT7 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $454,027 |
BOSTON PARTNERS9 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $416,714 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 95-2705767 | Investment Management | $251,492 |
MANNING & NAPIER7 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $231,130 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $206,703 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $147,763 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 93-4308588 | Investment Management | $133,675 |
ULLICO7 years Filed as: UNION LABOR LIFE INSUR CO Service code 28 · EIN 13-1423090 | Investment Management | $107,937 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,531 | $86,936+19.1% | $102,437+1.1% | $99,313+4.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 9.48% | 14.99%-5.5pp | 24.95%-15.5pp | 17.67%-8.2pp |
| Employer contribution / active EE | $11,326 | $3,925+188.5% | $3,871+192.6% | $3,264+247.0% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $330 | $140+135.2% | $8,388-96.1% | $109+202.3% |