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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $499,276 |
SIGULER GUFF ADVISERS, LLC8 years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $123,148 |
US REIF8 years Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $80,694 |
MARCO CONSULTING GROUP9+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $52,500 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $50,049 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $43,043 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $37,279 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Securities Custodian | $37,279 |
M&T9+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $33,729 |
GCM GROSVENOR4 years Service code 28 · EIN 36-4892746 900 NORTH MICHIGAN AVE SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $29,965 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.76% | 7.15%+3.6pp | 20.18%-9.4pp | 37.74%-27.0pp |
| Employer contribution / active EE | $16,504 | $13,270+24.4% | $29,108-43.3% | $15,788+4.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |