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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $397,643 |
BOSTON PARTNERS2 years Service code 27 | Advisory (Plan) | $288,406 |
LORD ABBETT2 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $256,139 |
MD SASS2 years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $227,052 |
Service code 27 | Advisory (Plan) | $152,873 |
SNOW CAPITAL MANAGEMENT2 years Service code 27 · EIN 25-1894430 | Advisory (Plan) | $145,337 |
THE SEGAL COMPANY3+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $129,696 |
RBC GLOBAL ASSET MANAGEMENT2 years Service code 27 | Advisory (Plan) | $86,255 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 13-2858466 | Advisory (Plan) | $83,093 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $61,656 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.00% | 12.33%+1.7pp | 8.32%+5.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $20,550 | $11,641+76.5% | $30,793-33.3% | $14,688+39.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |