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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $548,569 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $220,917 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $176,209 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $158,417 |
PATRIOT FINANCIAL PARTNERS, LP8+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $126,622 |
MANNING & NAPIER8+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $104,809 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,725 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $91,504 |
ATALANTA SOSNOFF8+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $80,345 |
NEW TOWER5 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $80,034 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 4.67% | 7.95%-3.3pp | 20.18%-15.5pp | 9.11%-4.4pp |
| Employer contribution / active EE | $16,900 | $14,684+15.1% | $29,108-41.9% | $12,231+38.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |