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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5 years Service code 28 | Investment Management | $566,252 |
MANNING & NAPIER7 years Service code 28 · EIN 16-0995736 | Investment Management | $538,319 |
Filed as: ZIEGLER CAPITOL MGMT LLC Service code 28 | Investment Management | $280,525 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 | Investment Management | $200,862 |
Filed as: INTER-CONTINENTAL REAL ESTATE CORP Service code 28 | Investment Management | $199,542 |
MORGAN STANLEY SMITH BARNEY7 years Service code 28 · EIN 13-2858466 | Investment Management | $139,579 |
GRASSI & CO8+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $75,573 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2940050 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Legal | $62,145 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $39,750 |
Filed as: STEVEN N. DAVI Service code 29 40 UNQUA PLACE · AMITYVILEE, NY 11701 | Legal | $21,921 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $76,774-100.0% | $112,270-100.0% | $77,906-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.1%-75.1pp | 73.7%-73.7pp |
| Annual return | -10.88% | -10.25%-0.6pp | 27.49%-38.4pp | 12.16%-23.0pp |
| Employer contribution / active EE | $10,551 | $3,977+165.3% | $3,635+190.2% | $2,846+270.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,411-100.0% | $133-100.0% |