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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $240,377 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $216,996 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $166,383 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $136,253 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 28 · EIN 80-0250512 | Investment Management | $96,464 |
Service code 29 · EIN 76-0760981 | Legal | $79,517 |
SCHULTHEIS & PANETTIERI, LLP8+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $78,300 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $70,339 |
SUSANIN WIDMAN & BRENNAN PC5 years Service code 29 · EIN 23-2265950 | Legal | $67,300 |
MANNING & NAPIER5 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $59,857 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.80% | -7.95%-3.8pp | -5.85%-6.0pp | 23.41%-35.2pp |
| Employer contribution / active EE | $18,619 | $13,972+33.3% | $31,839-41.5% | $12,650+47.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |