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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $644,819 |
MD SASS1+ years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $428,945 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $341,676 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $266,033 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $243,942 |
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $225,361 |
AFFINITY INVESTMENT ADVISORS1+ years Filed as: AFFINITY INVESTMENT ADVISORS, LLC Service code 28 · EIN 33-0934127 | Investment Management | $206,187 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 27-2347077 | Investment Management | $170,602 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $159,644 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $153,700 |
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 | $75,272 | $87,670-14.1% | $123,105-38.9% | $69,651+8.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | -1.28% | 3.10%-4.4pp | 13.22%-14.5pp | 53.77%-55.1pp |
| Employer contribution / active EE | $5,696 | $3,511+62.2% | $5,151+10.6% | $2,241+154.2% |
| Participant deferral / active EE | $0 | $5,412-100.0% | $6,229-100.0% | $3,635-100.0% |
| Admin fee / account holder | $366 | $94+289.4% | $9,014-95.9% | $63+479.7% |