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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $310,275 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $167,843 |
MISSOURI VALLEY PARTNERS1+ years Service code 28 · EIN 43-1432116 | Investment Management | $164,966 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $158,469 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $108,348 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SONSOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $88,268 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $74,931 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $56,196 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $49,484 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Investment management; Direct payment... | $33,839 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -4.31% | 3.49%-7.8pp | 4.16%-8.5pp | 7.18%-11.5pp |
| Employer contribution / active EE | $14,471 | $11,083+30.6% | $29,966-51.7% | $13,095+10.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |