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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $118,027 |
BMO HARRIS BANK NA6+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $110,620 |
MANNING & NAPIER5 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $103,899 |
FEDERATED6+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $53,526 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,598 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $43,297 |
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $39,430 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $23,757 |
JBM COMPUTER CONSULTANTS6+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $14,134 |
PCA TECHNOLOGY GROUP2 years Filed as: PCA TECHNOLOGY GROUP INC. Service code 15 · EIN 26-0022778 | Recordkeeping | $6,983 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 38.79% | 24.46%+14.3pp | 11.08%+27.7pp | 13.24%+25.6pp |
| Employer contribution / active EE | $18,753 | $11,981+56.5% | $28,418-34.0% | $14,616+28.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |