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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $76,450 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $76,375 |
MARY DELANEY CERETTO4+ years Filed as: MARY CASTROVINCI Service code 30 · EIN 22-6174132 | Direct payment from the plan; Employe... | $75,848 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $66,004 |
Filed as: KROLL, HEINEMAN, & CARTON Service code 29 · EIN 76-0760981 | Legal | $63,882 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $60,650 |
BAHL & GAYNOR3 years Service code 28 · EIN 31-1297139 | Investment Management | $55,959 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $38,500 |
BARBARA GILL1 year Filed as: BARBARA ALAVENA Service code 30 · EIN 22-6174132 | Employee (plan); Direct payment from ... | $26,331 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $24,820 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 5.44% | 12.98%-7.5pp | 14.64%-9.2pp | 13.59%-8.2pp |
| Employer contribution / active EE | $18,921 | $16,363+15.6% | $41,831-54.8% | $14,592+29.7% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |