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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 16 · EIN 45-3328488 | Consulting | $76,641 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $35,000 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $21,214 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $20,200 |
DONNA MAGGIOLINO3 years Filed as: DONNA THOMAS Service code 13 · EIN 15-6022550 | Contract Administrator | $17,317 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 6.87% | 7.29%-0.4pp | 8.10%-1.2pp | 8.21%-1.3pp |
| Employer contribution / active EE | $16,163 | $9,759+65.6% | $28,649-43.6% | $13,837+16.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |