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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $536,829 |
PATRIOT FINANCIAL PARTNERS, LP6+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $236,624 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $188,980 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $144,203 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $130,843 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $123,258 |
MANNING & NAPIER6+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $122,769 |
NEW TOWER3 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $107,716 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,775 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $68,845 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.88% | 19.37%+0.5pp | 11.08%+8.8pp | 15.63%+4.2pp |
| Employer contribution / active EE | $15,095 | $13,107+15.2% | $28,418-46.9% | $11,476+31.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |