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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $375,426 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $66,607 |
MARCO CONSULTING GROUP4+ 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 MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $54,714 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Securities Custodian | $54,714 |
MILLIMAN, INC.4+ 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 | $34,650 |
US REIF3 years Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $29,019 |
M&T4+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $25,885 |
LANDMARK EQUITY ADVISORS LLC3 years Service code 28 · EIN 06-1519082 10 MILL POND LANE · SIMSBURY, CT 06070 | Investment Management | $25,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -1.12% | 4.25%-5.4pp | -752.26%+751.1pp | 0.19%-1.3pp |
| Employer contribution / active EE | $16,214 | $11,906+36.2% | $31,802-49.0% | $13,763+17.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |