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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4 years Service code 28 · EIN 16-0995736 | Investment Management | $562,406 |
ATALANTA SOSNOFF2 years Service code 28 | Investment Management | $461,600 |
BOSTON PARTNERS4 years Service code 28 | Investment Management | $331,470 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 | Investment Management | $205,568 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $203,973 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $177,490 |
Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 · EIN 13-2614959 | Investment Management | $130,618 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 13-2858466 | Investment Management | $88,141 |
GRASSI & CO5+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $81,993 |
THE SEGAL COMPANY5+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $49,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,226-100.0% | $92,916-100.0% | $82,204-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.0%-76.0pp | 73.4%-73.4pp |
| Annual return | 13.00% | 19.33%-6.3pp | 109.45%-96.4pp | 26.31%-13.3pp |
| Employer contribution / active EE | $11,093 | $3,911+183.6% | $3,654+203.6% | $2,707+309.8% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $5,796-100.0% | $76-100.0% |