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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $555,698 |
Service code 49 · EIN 22-6041517 | Other Services | $535,615 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $247,917 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $196,867 |
PATRIOT FINANCIAL PARTNERS, LP7+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $191,518 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $153,902 |
MANNING & NAPIER7+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $110,161 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $109,230 |
NEW TOWER4 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $104,269 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $67,375 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.12% | -7.95%-1.2pp | -5.85%-3.3pp | 23.41%-32.5pp |
| Employer contribution / active EE | $16,165 | $13,972+15.7% | $31,839-49.2% | $12,650+27.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |