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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $610,657 |
MANNING & NAPIER1+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $381,313 |
PATRIOT FINANCIAL PARTNERS, LP1+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $373,409 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $284,770 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $129,355 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2703405 | Investment Management | $121,877 |
SNOW CAPITAL MANAGEMENT1+ years Service code 28 200 GEORGETOWNE DRIVE · SEWICKLEY, PA 15143 | Investment Management | $115,507 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $102,398 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $89,461 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $89,446 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -6.75% | 3.63%-10.4pp | 4.16%-10.9pp | 9.19%-15.9pp |
| Employer contribution / active EE | $18,667 | $11,363+64.3% | $29,966-37.7% | $12,608+48.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |