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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $89,709 |
MD SASS1+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $83,356 |
MARY DELANEY CERETTO1+ years Filed as: MARY CASTROVINCI Service code 30 · EIN 22-6174132 | Employee (plan) | $80,343 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $79,376 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $76,137 |
Filed as: KROLL, HEINEMAN & CARTON Service code 29 · EIN 22-2897879 | Legal | $75,722 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $72,715 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $64,077 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $35,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $21,526 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 6.52% | 5.68%+0.8pp | 4.74%+1.8pp | 4.56%+2.0pp |
| Employer contribution / active EE | $16,744 | $16,243+3.1% | $36,089-53.6% | $15,526+7.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |