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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 10 · EIN 52-1590516 8 FAIRFIELD BOULEVARD, SUITE 205 · WALLINGFORD, CT 06492 | Accounting | $85,000 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN, SUITE 610 · CARMEL, IN 46032 | Actuarial | $69,811 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANLIN ST. · SYRACUSE, NY 13204 | Legal | $51,381 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 333 W. 34TH ST. · NEW YORK, NY 10001 | Advisory (Plan) | $43,691 |
MCCULLOUGH, BERNICE10+ years Service code 30 · EIN 14-1512731 890 THIRD ST. · ALBANY, NY 12206 | Employee (plan) | $36,068 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 8 CAMPUS DRIVE 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Mgmt Fees | $22,485 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-6913417 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $19,123 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 51 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $15,650 |
Filed as: PRINCIPAL Service code 19 · EIN 41-6257133 510 N VALLEY MILLS DRIVE SUITE 400 · WACO, TX 76710 | Securities Custodian | $15,291 |
Filed as: ABERDEEN EMERGING MARKETS Service code 51 · EIN 36-7180580 1735 MARKET ST, 32ND FLOOR · PHILADELPHIA, PA 19103 | Investment Mgmt Fees | $14,601 |
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 9.99% | 9.00%+1.0pp | 9.03%+1.0pp | 8.35%+1.6pp |
| Employer contribution / active EE | $24,694 | $14,409+71.4% | $26,284-6.0% | $17,935+37.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |