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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3 years Service code 28 · EIN 16-0995736 | Investment Management | $854,819 |
ATALANTA SOSNOFF1 year Service code 28 | Investment Management | $438,266 |
BOSTON PARTNERS3 years Service code 28 | Investment Management | $319,291 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $186,947 |
Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 | Investment Management | $183,552 |
SNOW CAPITAL MANAGEMENT3 years Service code 28 | Investment Management | $174,348 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $162,090 |
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 13-2858466 | Investment Management | $86,067 |
GRASSI & CO4+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $81,709 |
THE SEGAL COMPANY4+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $48,000 |
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 | $57,255-100.0% | $83,831-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 76.1%-76.1pp | 74.1%-74.1pp |
| Annual return | -2.71% | -0.34%-2.4pp | 850.99%-853.7pp | 1.07%-3.8pp |
| Employer contribution / active EE | $10,615 | $3,341+217.8% | $3,631+192.3% | $2,540+317.9% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $5,479-100.0% | $71-100.0% |