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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $392,804 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $357,738 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $224,110 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $217,104 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONERIDGE INVESTMENT PARTNERS Service code 68 | Soft dollars commissions | $193,731 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $168,865 |
EB NCML GLOBAL REAL RETURN FUND1+ years Service code 28 · EIN 25-6078093 | Investment Management | $153,294 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $98,164 |
KEVIN J. DRISCOLL1+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $81,869 |
VITECH SYSTEMS GROUP1+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $75,416 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.86% | 1.36%-3.2pp | -1.61%-0.3pp | 1.67%-3.5pp |
| Employer contribution / active EE | $22,326 | $10,832+106.1% | $30,840-27.6% | $10,506+112.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |