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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $652,140 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $254,470 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $204,480 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $192,124 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $163,879 |
Filed as: KROLL HEINEMAN CARTON LLC Service code 29 · EIN 76-0760981 | Legal | $106,228 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $106,008 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $92,197 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $70,000 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $68,946 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.87% | -0.94%+0.1pp | -2.18%+1.3pp | 33.37%-34.2pp |
| Employer contribution / active EE | $15,974 | $12,464+28.2% | $38,751-58.8% | $11,253+42.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |