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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $52,726 |
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $51,926 |
CARMEN O'NEAL1+ years Service code 30 · EIN 16-0849723 | Employee (plan) | $26,288 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $24,600 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER Service code 28 · EIN 94-2854958 | Investment Management | $23,538 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $22,345 |
Service code 29 · EIN 16-1278314 | Legal | $19,538 |
M&T INVESTMENT GROUP1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $5,294 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -1.46% | 2.79%-4.3pp | 4.16%-5.6pp | 11.88%-13.3pp |
| Employer contribution / active EE | $12,134 | $10,530+15.2% | $29,966-59.5% | $14,612-17.0% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |