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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $516,591 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $490,447 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $342,602 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $335,050 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $216,036 |
Service code 28 · EIN 04-2895544 | Investment Management | $168,071 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $131,020 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $123,920 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $120,333 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY EAST ST. , INC. Service code 11 · EIN 13-1835864 | Actuarial | $108,591 |
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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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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.94% | 10.84%-6.9pp | 10.56%-6.6pp | 1023.85%-1019.9pp |
| Employer contribution / active EE | $14,493 | $14,186+2.2% | $30,199-52.0% | $11,605+24.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |