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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF8+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $122,941 |
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $102,291 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 | Investment Management | $85,471 |
NATIONAL EMPLOYEE BENEFIT ADMIN8+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,500 |
DSF ADVISORS LLC5 years Service code 28 | Investment Management | $57,028 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $31,500 |
BMO HARRIS BANK NA5 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 51-0275712 | Investment Management | $25,000 |
SOUTHERN ACTUARIAL SERVICES8+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $23,650 |
Service code 27 · EIN 11-2503982 | Advisory (Plan) | $19,550 |
PNC BANK, N.A.8+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $14,342 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.65% | -8.26%-6.4pp | -5.85%-8.8pp | 2.77%-17.4pp |
| Employer contribution / active EE | $13,245 | $12,543+5.6% | $31,839-58.4% | $15,262-13.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |