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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $435,492 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $230,477 |
WINSLOW CAPITAL MANAGEMENT7+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $190,650 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $165,450 |
Service code 49 · EIN 16-0766976 | Other Services | $152,981 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $103,887 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $70,083 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $63,275 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $59,388 |
Service code 28 | Investment Management | $59,197 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 5.54% | 24.46%-18.9pp | 11.08%-5.5pp | 13.24%-7.7pp |
| Employer contribution / active EE | $21,803 | $11,981+82.0% | $28,418-23.3% | $14,616+49.2% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |