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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED3+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $107,187 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $92,567 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $90,355 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,004 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $78,371 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $61,537 |
HALLETT ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1592340 | Actuarial | $34,225 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $18,046 |
JBM COMPUTER CONSULTANTS3+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $14,896 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $13,165 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 9.20% | -1.12%+10.3pp | -2.18%+11.4pp | 0.19%+9.0pp |
| Employer contribution / active EE | $19,114 | $12,052+58.6% | $38,751-50.7% | $13,763+38.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |