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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS INC. Service code 28 · EIN 45-3328488 | Investment Management | $162,893 |
FEDERATED1+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $76,850 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $61,545 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 15-5302268 | Investment Management | $58,608 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $57,059 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,327 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $40,090 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $38,329 |
HALLETT ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1592340 | Actuarial | $28,400 |
JBM COMPUTER CONSULTANTS1+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $21,987 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.06% | 5.13%-8.2pp | 4.74%-7.8pp | 7.18%-10.2pp |
| Employer contribution / active EE | $19,491 | $14,689+32.7% | $36,089-46.0% | $13,095+48.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |