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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 28 · EIN 45-3240790 | Investment Management | $953,115 |
Service code 49 · EIN 16-0841426 | Other Services | $137,943 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $109,159 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,750 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $71,718 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NA Service code 19 · EIN 16-1486454 | Securities Custodian | $69,871 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $51,093 |
Filed as: ARCARA, LENDA, EUSANIO & STACEY CPA Service code 10 · EIN 47-1793720 | Accounting | $37,214 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $34,275 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 20 · EIN 52-2037618 | Investment management; Trustee (indiv... | $30,150 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.92% | 8.62%+0.3pp | 8.99%-0.1pp | 10.52%-1.6pp |
| Employer contribution / active EE | $17,930 | $14,400+24.5% | $25,171-28.8% | $15,140+18.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |