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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5 years Service code 28 · EIN 16-0995736 | Investment Management | $539,651 |
ATALANTA SOSNOFF3 years Service code 28 | Investment Management | $480,713 |
BOSTON PARTNERS5 years Service code 28 | Investment Management | $305,243 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $231,962 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $185,029 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 | Investment Management | $151,675 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 · EIN 13-2614959 | Investment Management | $143,990 |
MORGAN STANLEY SMITH BARNEY5 years Service code 28 · EIN 13-2858466 | Investment Management | $88,239 |
GRASSI & CO6+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $71,598 |
THE SEGAL COMPANY6+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $37,500 |
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 | $73,497-100.0% | $101,275-100.0% | $93,223-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 75.8%-75.8pp | 74.9%-74.9pp |
| Annual return | 7.84% | 11.66%-3.8pp | 46.46%-38.6pp | 19.29%-11.4pp |
| Employer contribution / active EE | $10,176 | $3,600+182.7% | $3,660+178.0% | $2,680+279.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $5,948-100.0% | $79-100.0% |