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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $685,092 |
ATALANTA SOSNOFF8+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $604,029 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $353,771 |
BOSTON PARTNERS7 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $352,787 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $329,620 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 95-2705767 | Investment Management | $244,316 |
MANNING & NAPIER5 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $188,798 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $145,615 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $133,791 |
Filed as: WEAVER C BARKSDALE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $93,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,892 | $70,048+29.8% | $112,270-19.0% | $78,104+16.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -10.58% | -10.85%+0.3pp | 27.49%-38.1pp | 10.90%-21.5pp |
| Employer contribution / active EE | $10,321 | $4,000+158.0% | $3,635+183.9% | $3,128+230.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $321 | $127+153.2% | $6,411-95.0% | $79+306.9% |