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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $83,571 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $77,138 |
LORD ABBETT7+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $63,029 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $60,625 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $20,781 |
WILLIAM MARTIN7+ years Service code 20 · EIN 22-6174132 | Direct payment from the plan; Trustee... | $18,000 |
SYNTONIC SYSTEMS, INC.7+ years Filed as: SYNTONIC SYSTEMS, INC Service code 49 · EIN 13-2925049 | Other Services | $17,657 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $16,188 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -11.19% | -4.92%-6.3pp | -5.84%-5.3pp | -5.25%-5.9pp |
| Employer contribution / active EE | $19,370 | $10,994+76.2% | $31,839-39.2% | $15,161+27.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |