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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT1 year Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $370,897 |
MANNING & NAPIER1 year Service code 27 · EIN 16-0995736 | Advisory (Plan) | $365,419 |
MD SASS1 year Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $284,540 |
BOSTON PARTNERS1 year Service code 27 | Advisory (Plan) | $146,522 |
SNOW CAPITAL MANAGEMENT1 year Service code 27 · EIN 25-1894430 | Advisory (Plan) | $143,414 |
THE SEGAL COMPANY2+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $111,344 |
Service code 27 | Advisory (Plan) | $88,988 |
Service code 27 · EIN 13-2858466 | Advisory (Plan) | $80,283 |
Service code 27 | Advisory (Plan) | $77,148 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $59,894 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.74% | 3.63%+5.1pp | 4.16%+4.6pp | 9.19%-0.5pp |
| Employer contribution / active EE | $20,119 | $11,363+77.1% | $29,966-32.9% | $12,608+59.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |