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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $599,024 |
PATRIOT FINANCIAL PARTNERS, LP2+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $375,000 |
MANNING & NAPIER2+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $284,968 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $189,180 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $128,557 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $109,808 |
SNOW CAPITAL MANAGEMENT2+ years Service code 28 200 GEORGETOWNE DRIVE · SEWICKLEY, PA 15143 | Investment Management | $108,930 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $106,917 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2703405 | Investment Management | $80,996 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 8TH AVE #48 · NEW YORK, NY 10018 | Investment Management | $71,781 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.30% | 12.33%-2.0pp | 8.32%+2.0pp | 17.84%-7.5pp |
| Employer contribution / active EE | $19,899 | $11,641+70.9% | $30,793-35.4% | $14,688+35.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |