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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $195,166 |
KATHLEEN RZEPLINSKI1+ years Filed as: KATHLEEN SWEENEY MECK Service code 30 · EIN 15-0612437 | Employee (plan) | $143,675 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $128,436 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $96,656 |
SHAWN D. MEYERS1+ years Service code 30 · EIN 15-0612437 | Employee (plan) | $70,209 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $61,950 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $50,530 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $42,400 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 49 · EIN 16-1120588 | Other Services | $40,565 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $31,670 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | -0.77% | 5.03%-5.8pp | 18.87%-19.6pp | 7.18%-7.9pp |
| Employer contribution / active EE | $5,129 | $10,273-50.1% | $19,828-74.1% | $13,095-60.8% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |