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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $631,056 |
ATALANTA SOSNOFF9+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $580,477 |
BOSTON PARTNERS8 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $321,207 |
LORD ABBETT6 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $264,009 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $262,747 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Service code 28 · EIN 95-2705767 | Investment Management | $241,858 |
MANNING & NAPIER6 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $188,789 |
ULLICO6 years Filed as: UNION LABOR LIFE INSUR CO Service code 28 · EIN 13-1423090 | Investment Management | $179,432 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $142,766 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $141,744 |
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 | $95,989 | $74,831+28.3% | $96,543-0.6% | $103,657-7.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 6.66% | 16.15%-9.5pp | 35.75%-29.1pp | 33.13%-26.5pp |
| Employer contribution / active EE | $10,785 | $3,888+177.4% | $3,741+188.3% | $3,216+235.4% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $300 | $130+130.7% | $6,737-95.5% | $114+163.1% |