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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $823,353 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $701,684 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $533,255 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $411,628 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $353,290 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3240790 | Investment Management | $272,882 |
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $208,296 |
Service code 28 · EIN 04-2895544 | Investment Management | $182,128 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $160,577 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $145,369 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.24% | 7.72%-3.5pp | 8.99%-4.7pp | 7.72%-3.5pp |
| Employer contribution / active EE | $18,839 | $10,549+78.6% | $25,171-25.2% | $10,549+78.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |