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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $555,913 |
PATRIOT FINANCIAL PARTNERS, LP4+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $436,194 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $207,761 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 22-6041516 | Securities Custodian | $150,330 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVENUE NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $134,529 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $122,695 |
MANNING & NAPIER4+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $114,137 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $111,026 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $102,025 |
NEW TOWER1 year Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 21 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Bank Trustee | $101,810 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.03% | 12.20%-7.2pp | 10.56%-5.5pp | 21.83%-16.8pp |
| Employer contribution / active EE | $18,069 | $12,801+41.2% | $30,199-40.2% | $12,237+47.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |