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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF6 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $199,352 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $181,267 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $179,568 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $155,069 |
Service code 29 · EIN 76-0760981 | Legal | $117,314 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 | Investment Management | $94,837 |
SCHULTHEIS & PANETTIERI, LLP9+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $77,200 |
SUSANIN WIDMAN & BRENNAN PC6 years Service code 29 · EIN 23-2265950 | Legal | $68,594 |
MANNING & NAPIER6 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $62,734 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 93-4308588 | Investment Management | $52,304 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.38% | 7.95%+2.4pp | 20.18%-9.8pp | 9.11%+1.3pp |
| Employer contribution / active EE | $18,107 | $14,684+23.3% | $29,108-37.8% | $12,231+48.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |