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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER8+ years Service code 28 · EIN 16-0995736 | Investment Management | $891,147 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $125,535 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 22-2237421 | Investment Management | $86,332 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,750 |
M&T INVESTMENT GROUP8+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $56,848 |
O'SULLIVAN ASSOCIATES8+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $47,313 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $36,300 |
BLITMAN & KING7 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $34,880 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $34,620 |
JBM COMPUTER CONSULTANTS8+ years Service code 16 · EIN 16-1173118 | Consulting | $14,909 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.60% | 7.15%-6.5pp | 20.18%-19.6pp | 37.77%-37.2pp |
| Employer contribution / active EE | $17,971 | $13,270+35.4% | $29,108-38.3% | $15,798+13.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |