Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $136,233 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $132,051 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $68,106 |
SCHULTHEIS & PANETTIERI, LLP9 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $64,500 |
MANNING & NAPIER7 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $58,888 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $50,604 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 28 · EIN 80-0250512 | Investment Management | $47,738 |
Filed as: BARKSDALE INVESTMENT MANAGEMENT Service code 28 · EIN 62-1217255 | Investment Management | $31,796 |
F/M INVESTMENTS LLC2 years Filed as: F/M INVESTMENTS, LLC Service code 28 · EIN 93-4308588 | Investment Management | $28,696 |
THE SEGAL COMPANY9 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $18,886 |
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 | $32,974 | $86,936-62.1% | $102,412-67.8% | $99,314-66.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 6.06% | 14.99%-8.9pp | 24.94%-18.9pp | 17.67%-11.6pp |
| Employer contribution / active EE | $3,083 | $3,925-21.5% | $3,870-20.3% | $3,264-5.6% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $220 | $140+56.6% | $8,388-97.4% | $109+101.3% |