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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $658,045 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $413,918 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $278,393 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $274,975 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $235,310 |
MANNING & NAPIER3+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $232,192 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $192,082 |
MD SASS1 year Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $191,746 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT, INC Service code 28 · EIN 13-4044521 | Investment Management | $180,821 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 27-2347077 | Investment Management | $163,232 |
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 | $85,211 | $96,400-11.6% | $149,721-43.1% | $177,276-51.9% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 8.94% | 19.02%-10.1pp | 1501.67%-1492.7pp | 21.25%-12.3pp |
| Employer contribution / active EE | $8,629 | $3,680+134.5% | $5,444+58.5% | $2,479+248.1% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $344 | $69+396.2% | $11,282-97.0% | $154+123.3% |