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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 | Investment Management | $626,454 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $75,505 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 22-2237421 | Investment Management | $66,686 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,750 |
M&T INVESTMENT GROUP5+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $60,150 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 22-1837827 | Actuarial | $47,480 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $44,177 |
BLITMAN & KING4 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $43,657 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO, LLP Service code 30 · EIN 16-1131146 | Employee (plan) | $30,917 |
PCA TECHNOLOGY GROUP1 year Service code 16 · EIN 26-0022778 | Consulting | $7,871 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 7.46% | 6.41%+1.1pp | 8.01%-0.5pp | 11.45%-4.0pp |
| Employer contribution / active EE | $14,869 | $11,592+28.3% | $29,476-49.6% | $17,219-13.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |