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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $585,585 |
PATRIOT FINANCIAL PARTNERS, LP5+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $381,251 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $174,153 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $148,571 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $109,764 |
MANNING & NAPIER5+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $105,575 |
NEW TOWER2 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $105,143 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $93,750 |
LAZARD ASSET MANAGEMENT2 years Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $69,130 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $60,875 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 1.82% | 6.82%-5.0pp | 8.01%-6.2pp | 12.86%-11.0pp |
| Employer contribution / active EE | $17,644 | $12,695+39.0% | $29,476-40.1% | $13,687+28.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |