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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF9+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $125,372 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 | Investment Management | $115,923 |
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $111,688 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,500 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $37,790 |
DSF ADVISORS LLC6 years Service code 28 | Investment Management | $23,342 |
Service code 27 · EIN 11-2503982 | Advisory (Plan) | $20,000 |
SOUTHERN ACTUARIAL SERVICES9+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $17,725 |
PNC BANK, N.A.9+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $13,244 |
UA OF JOURNEYMEN & 295 PPF6 years Service code 15 · EIN 59-0488966 | Recordkeeping | $8,226 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 19.64% | 146.80%-127.2pp | 20.18%-0.5pp | 22.81%-3.2pp |
| Employer contribution / active EE | $14,026 | $13,016+7.8% | $29,108-51.8% | $18,290-23.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |