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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Service code 28 · EIN 16-0995736 | Investment Management | $875,352 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $96,585 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 22-2237421 | Investment Management | $73,659 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,750 |
M&T INVESTMENT GROUP7+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $65,636 |
O'SULLIVAN ASSOCIATES7+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $48,103 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $47,919 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $33,645 |
BLITMAN & KING6 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $27,486 |
JBM COMPUTER CONSULTANTS7+ years Service code 16 · EIN 16-1173118 | Consulting | $10,773 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -3.47% | -8.26%+4.8pp | -5.85%+2.4pp | 2.78%-6.2pp |
| Employer contribution / active EE | $17,583 | $12,543+40.2% | $31,839-44.8% | $15,276+15.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |