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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $387,366 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $91,127 |
MARCO CONSULTING GROUP5+ 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 MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $57,583 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Securities Custodian | $57,583 |
Filed as: TREVETT CRISTO Service code 29 · EIN 16-1278314 | Legal | $37,800 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 22 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Broker | $34,089 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $31,500 |
US REIF4 years Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $29,945 |
M&T5+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $25,883 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.72% | 10.27%+8.4pp | 10.56%+8.2pp | 53.27%-34.6pp |
| Employer contribution / active EE | $16,752 | $12,273+36.5% | $30,197-44.5% | $14,774+13.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |