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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $331,079 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $319,494 |
WINSLOW CAPITAL MANAGEMENT3+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $296,746 |
Service code 49 · EIN 16-0766976 | Other Services | $117,241 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $109,970 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $83,382 |
Filed as: JPMORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $56,286 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 100 MERIDIAN CENTRE BLVD, SUITE 100 · ROCHESTER, NY 14618 | Actuarial | $46,846 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL TOBIN, ATTY Service code 29 · EIN 16-1523639 | Legal | $36,093 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.97% | 13.03%+4.9pp | 10.36%+7.6pp | 23.90%-5.9pp |
| Employer contribution / active EE | $19,697 | $15,779+24.8% | $37,738-47.8% | $16,539+19.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |