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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2 years Service code 28 · EIN 16-0995736 | Investment Management | $753,943 |
MD SASS2 years Filed as: M.D. SASS ASSOCIATES Service code 28 · EIN 13-2704843 | Investment Management | $362,209 |
ATALNATA SOSNOFF2 years Service code 28 | Investment Management | $356,755 |
BOSTON PARTNERS2 years Service code 28 | Investment Management | $259,035 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $168,424 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $149,066 |
SNOW CAPITAL MANAGEMENT2 years Service code 28 | Investment Management | $111,967 |
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 13-2858466 | Investment Management | $79,207 |
GRASSI & CO3+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $60,776 |
THE SEGAL COMPANY3+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $48,328 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,184-100.0% | $92,240-100.0% | $177,276-100.0% |
| Participation rate | 0.0% | 85.6%-85.6pp | 76.5%-76.5pp | 74.8%-74.8pp |
| Annual return | 7.34% | 15.88%-8.5pp | 176.29%-169.0pp | 21.25%-13.9pp |
| Employer contribution / active EE | $10,764 | $2,985+260.6% | $3,680+192.5% | $2,479+334.2% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $5,194-100.0% | $154-100.0% |