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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $696,231 |
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $569,932 |
LORD ABBETT4 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $388,048 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 95-2705767 | Investment Management | $254,089 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $248,658 |
BOSTON PARTNERS6 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $236,128 |
ULLICO4 years Filed as: UNION LABOR LIFE INSUR CO Service code 28 · EIN 13-1423090 | Investment Management | $212,764 |
MANNING & NAPIER4 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $179,109 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $159,027 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $141,324 |
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 | $103,209 | $80,412+28.4% | $109,191-5.5% | $101,555+1.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 4.26% | 16.17%-11.9pp | 25.76%-21.5pp | 21.00%-16.7pp |
| Employer contribution / active EE | $9,688 | $3,731+159.7% | $3,723+160.2% | $2,972+226.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $369 | $135+173.2% | $6,756-94.5% | $139+164.2% |