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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $428,299 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $65,000 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $50,909 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Securities Custodian | $50,909 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $42,000 |
Filed as: TREVETT CRISTO Service code 29 · EIN 16-1278314 | Legal | $36,821 |
M&T2+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $23,328 |
Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $22,380 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $19,969 |
D'ARCANGELO & CO., LLP2+ years Filed as: DARCANGELO & CO., LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $16,900 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.61% | 3.49%+2.1pp | 4.16%+1.5pp | 7.18%-1.6pp |
| Employer contribution / active EE | $16,883 | $11,083+52.3% | $29,966-43.7% | $13,095+28.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |