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| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN Service code 51 · EIN 13-1957714 | Investment Mgmt Fees | $239,994 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER & BERMAN Service code 51 · EIN 13-6354410 | Investment Mgmt Fees | $157,471 |
ECONOMIC GROUP PENSION SERVICES1+ years Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 11 · EIN 13-3180178 | Actuarial | $88,857 |
JANOVER LLC1+ years Service code 10 · EIN 11-3258497 | Accounting | $12,900 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -8.66% | -0.60%-8.1pp | -0.22%-8.4pp | -0.60%-8.1pp |
| Employer contribution / active EE | $252 | $12,272-98.0% | $35,165-99.3% | $12,272-98.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |