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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $375,000 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $315,255 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $312,768 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES, INC. Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $307,995 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $188,907 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $175,861 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $142,800 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $140,824 |
LAZARD ASSET MANAGEMENT1+ years Service code 51 · EIN 13-5545100 | Investment Mgmt Fees | $99,072 |
SNOW CAPITAL MANAGEMENT1+ years Service code 28 · EIN 25-1894430 | Investment Management | $81,073 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 3.83% | 6.13%-2.3pp | 4.74%-0.9pp | 9.19%-5.4pp |
| Employer contribution / active EE | $22,391 | $10,206+119.4% | $36,089-38.0% | $12,608+77.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |