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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $671,489 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $426,836 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $357,370 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $276,674 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $252,074 |
MANNING & NAPIER2+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $222,046 |
AFFINITY INVESTMENT ADVISORS2+ years Filed as: AFFINITY INVESTMENT ADVISORS, LLC Service code 28 · EIN 33-0934127 | Investment Management | $203,154 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 27-2347077 | Investment Management | $176,308 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $155,003 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $146,980 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,714 | $82,683-4.8% | $133,975-41.2% | $65,292+20.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 4.62% | 9.63%-5.0pp | 29.29%-24.7pp | 11.84%-7.2pp |
| Employer contribution / active EE | $8,093 | $3,583+125.9% | $5,211+55.3% | $2,302+251.6% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $361 | $66+450.1% | $9,324-96.1% | $57+530.2% |