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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH ADMINSTRATORS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $459,339 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $110,114 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $106,008 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $53,567 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $52,118 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $49,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $48,865 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $47,534 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $32,493 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $31,496 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,134 | $270,840-90.7% | $140,019-82.0% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | -2.50% | 3.44%-5.9pp | 651.15%-653.7pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,605-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $230 | $13,391-98.3% | $10,705-97.8% | - |