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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 | Investment Management | $848,386 |
Service code 49 · EIN 16-0841426 | Other Services | $114,000 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $108,181 |
Service code 28 · EIN 26-2237421 | Investment Management | $78,765 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,750 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NA Service code 19 · EIN 16-1486454 | Securities Custodian | $62,599 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $54,188 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 20 · EIN 52-2037618 | Investment management; Trustee (bank,... | $38,507 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLC Service code 10 · EIN 16-1131146 | Accounting | $36,082 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $26,738 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.48% | 11.08%-4.6pp | 8.10%-1.6pp | 8.76%-2.3pp |
| Employer contribution / active EE | $17,651 | $13,910+26.9% | $28,649-38.4% | $16,664+5.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |