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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $260,327 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $220,239 |
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $206,655 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $167,620 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $164,260 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 17 · EIN 82-4722389 | Pension Consulting | $112,516 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 28 · EIN 80-0250512 | Investment Management | $107,674 |
Service code 29 · EIN 76-0760981 | Legal | $89,056 |
SCHULTHEIS & PANETTIERI, LLP10+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $78,000 |
MANNING & NAPIER7 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $66,959 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.49% | 10.33%-0.8pp | 8.10%+1.4pp | 9.30%+0.2pp |
| Employer contribution / active EE | $19,612 | $14,972+31.0% | $28,649-31.5% | $12,551+56.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |