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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $113,114 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $106,008 |
MANNING & NAPIER3 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $61,037 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $56,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $43,831 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $43,007 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $37,901 |
Service code 28 · EIN 62-1217255 | Investment Management | $34,362 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $32,988 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $30,818 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $73,497-59.1% | $101,264-70.3% | $93,223-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 8.61% | 11.66%-3.1pp | 46.48%-37.9pp | 19.29%-10.7pp |
| Employer contribution / active EE | $2,740 | $3,600-23.9% | $3,660-25.1% | $2,680+2.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $227 | $121+87.8% | $5,947-96.2% | $79+186.8% |