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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $538,831 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $455,870 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $378,018 |
LORD ABBETT2 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $354,582 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $253,506 |
MANNING & NAPIER2 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $198,784 |
ULLICO2 years Filed as: UNION LABOR LIFE INSUR CO Service code 28 · EIN 13-1423090 | Investment Management | $160,220 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $142,298 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $133,274 |
Filed as: WEAVER C BARKSDALE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $68,525 |
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 | $93,351 | $110,760-15.7% | $162,185-42.4% | $82,204+13.6% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 12.38% | 22.97%-10.6pp | 115.61%-103.2pp | 26.31%-13.9pp |
| Employer contribution / active EE | $9,094 | $4,437+105.0% | $5,613+62.0% | $2,707+235.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $305 | $65+368.9% | $10,844-97.2% | $76+304.1% |