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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $422,184 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,750 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $47,000 |
M&T INVESTMENT GROUP3+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $45,028 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $40,714 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB REAL ESTATE ADVISORS Service code 28 · EIN 52-6257033 | Investment Management | $39,980 |
BLITMAN & KING2 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $39,870 |
Service code 28 · EIN 22-2237421 | Investment Management | $38,995 |
JBM COMPUTER CONSULTANTS3+ years Service code 16 · EIN 16-1173118 | Consulting | $9,355 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 5.19% | 4.25%+0.9pp | -752.26%+757.4pp | 0.19%+5.0pp |
| Employer contribution / active EE | $14,360 | $11,906+20.6% | $31,802-54.8% | $13,763+4.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |