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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6 years Service code 28 · EIN 16-0995736 | Investment Management | $630,803 |
ATALANTA SOSNOFF4 years Service code 28 | Investment Management | $264,505 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $192,731 |
BOSTON PARTNERS6 years Service code 28 | Investment Management | $188,938 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $173,225 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 | Investment Management | $140,189 |
MORGAN STANLEY SMITH BARNEY6 years Service code 28 · EIN 13-2858466 | Investment Management | $88,241 |
GRASSI & CO7+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $72,802 |
Service code 28 | Investment Management | $70,945 |
THE SEGAL COMPANY7+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $64,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,412-100.0% | $109,191-100.0% | $101,555-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 75.9%-75.9pp | 74.5%-74.5pp |
| Annual return | 6.91% | 16.17%-9.3pp | 25.76%-18.8pp | 21.00%-14.1pp |
| Employer contribution / active EE | $10,578 | $3,731+183.5% | $3,723+184.1% | $2,972+255.9% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $6,756-100.0% | $139-100.0% |