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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $653,846 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $329,203 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $316,692 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $216,203 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $206,485 |
Filed as: KROLL, HEINEMAN, CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $177,285 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $174,551 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $173,559 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 | Investment Management | $128,627 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,721 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.46% | 6.13%-0.7pp | 4.74%+0.7pp | 9.19%-3.7pp |
| Employer contribution / active EE | $14,593 | $10,206+43.0% | $36,089-59.6% | $12,608+15.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |