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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Service code 28 · EIN 16-0995736 | Investment Management | $1,094,638 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $95,958 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 22-2237421 | Investment Management | $68,074 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,750 |
M&T INVESTMENT GROUP1 year Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 | Securities Custodian | $57,402 |
O'SULLIVAN ASSOCIATES6+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $46,900 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $44,808 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $34,361 |
BLITMAN & KING5 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $28,124 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 25.23% | 24.46%+0.8pp | 11.08%+14.1pp | 13.24%+12.0pp |
| Employer contribution / active EE | $14,484 | $11,981+20.9% | $28,418-49.0% | $14,616-0.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |