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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $289,456 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $178,901 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $131,619 |
Service code 51 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Mgmt Fees | $124,697 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO. Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $123,091 |
BAHL & GAYNOR3 years Service code 51 255 E 5TH ST #2700 · CINCINNATI, OH 45202 | Investment Mgmt Fees | $120,837 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $101,240 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $95,340 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $90,073 |
ALBERT LEVY, P.C.5+ years Filed as: ALBERT FRATTALI Service code 30 · EIN 23-6529504 | Employee (plan) | $83,807 |
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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 | -1.60% | 6.82%-8.4pp | 8.01%-9.6pp | 12.86%-14.5pp |
| Employer contribution / active EE | $16,384 | $12,695+29.1% | $29,476-44.4% | $13,687+19.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |