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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 16 · EIN 45-3328488 | Consulting | $31,477 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $24,635 |
JAMES S. SULLIVAN AGENCY, INC.2+ years Service code 22 · EIN 16-0958354 | Insurance Broker | $18,510 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $17,895 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $14,800 |
DONNA MAGGIOLINO2+ years Service code 13 · EIN 15-6022550 | Contract Administrator | $12,509 |
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1512278 | Investment Management | $6,542 |
Filed as: FIDELITY INSTITUTIONAL WEALTH Service code 19 · EIN 04-3523567 | Securities Custodian | $5,658 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -0.79% | 3.12%-3.9pp | 4.16%-5.0pp | 4.56%-5.4pp |
| Employer contribution / active EE | $14,244 | $10,957+30.0% | $29,966-52.5% | $15,526-8.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |