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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 | Investment Management | $219,383 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 22-2237421 | Investment Management | $64,616 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2645110 | Advisory (Plan) | $63,750 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $50,400 |
BLITMAN & KING1 year Filed as: BLITMAN & KING, LLC Service code 29 · EIN 16-1047304 | Legal | $46,295 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $42,294 |
M&T INVESTMENT GROUP4+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $34,358 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $32,722 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 8.17% | 10.27%-2.1pp | 10.56%-2.4pp | 53.27%-45.1pp |
| Employer contribution / active EE | $14,192 | $12,273+15.6% | $30,199-53.0% | $14,774-3.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |