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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $576,733 |
PATRIOT FINANCIAL PARTNERS, LP3+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $375,000 |
MANNING & NAPIER3+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $210,407 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $126,512 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $122,465 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVENUE NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $120,952 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $109,900 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $89,200 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 8TH AVE #48 · NEW YORK, NY 10018 | Investment Management | $81,635 |
SNOW CAPITAL MANAGEMENT3+ years Service code 28 200 GEORGETOWNE DRIVE · SEWICKLEY, PA 15143 | Investment Management | $80,785 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 6.96% | 2.02%+4.9pp | -752.26%+759.2pp | 33.37%-26.4pp |
| Employer contribution / active EE | $19,435 | $12,422+56.5% | $31,802-38.9% | $11,253+72.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |