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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $479,687 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $445,907 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $415,063 |
INSIGHT NORTH AMERICA LLC3 years Service code 28 · EIN 82-0983489 | Investment Management | $263,935 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 93-4308588 | Investment Management | $158,284 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $107,134 |
Service code 28 · EIN 04-2895544 | Investment Management | $105,160 |
GRASSI & CO1 year Filed as: GRASSI AND CO CPA'S PC Service code 10 · EIN 11-3266576 | Accounting | $82,996 |
Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $73,036 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 16 · EIN 13-1835864 | Consulting | $67,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,120 | $88,479+164.6% | $96,543+142.5% | $80,187+192.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.71% | 22.53%-13.8pp | 35.75%-27.0pp | 40.40%-31.7pp |
| Employer contribution / active EE | $20,725 | $4,177+396.2% | $3,741+454.1% | $2,980+595.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $634 | $211+199.8% | $6,737-90.6% | $145+337.1% |