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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $628,532 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $440,480 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $330,088 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $296,476 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $269,961 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $192,134 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $122,803 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $119,161 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY EAST ST. , INC. Service code 11 · EIN 13-1835864 | Actuarial | $105,735 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $103,734 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.08% | 16.32%-6.2pp | 8.32%+1.8pp | 16.32%-6.2pp |
| Employer contribution / active EE | $12,870 | $12,766+0.8% | $30,793-58.2% | $12,766+0.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |