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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $154,433 |
MANNING & NAPIER6 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $135,908 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $110,694 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-1486454 | Securities Custodian | $110,540 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 16-1263400 | Investment Management | $109,967 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $34,727 |
FINDLEY4 years Service code 11 · EIN 34-1213174 | Actuarial | $29,650 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $23,063 |
JBM COMPUTER CONSULTANTS7+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $10,819 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $9,700 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -4.59% | -8.26%+3.7pp | -5.85%+1.3pp | 2.78%-7.4pp |
| Employer contribution / active EE | $19,380 | $12,543+54.5% | $31,839-39.1% | $15,276+26.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |