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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $413,087 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 35-3555078 | Advisory (Plan) | $63,750 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $44,788 |
M&T INVESTMENT GROUP1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $41,938 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $41,693 |
Service code 28 · EIN 22-2237421 | Investment Management | $36,108 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $35,395 |
JBM COMPUTER CONSULTANTS1+ years Service code 16 · EIN 16-1173118 | Consulting | $5,699 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.34% | 3.49%-5.8pp | 4.16%-6.5pp | 7.18%-9.5pp |
| Employer contribution / active EE | $13,416 | $11,083+21.1% | $29,966-55.2% | $13,095+2.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |