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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT8+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $129,580 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $111,867 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $95,373 |
MANNING & NAPIER7 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $90,325 |
FEDERATED2 years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 16-1263400 | Investment Management | $81,728 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $39,315 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $33,588 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $23,195 |
JBM COMPUTER CONSULTANTS8+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $14,739 |
PCA TECHNOLOGY GROUP4 years Filed as: PCA TECHNOLOGY GROUP INC. Service code 15 · EIN 26-0022778 | Recordkeeping | $5,528 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.96% | 7.15%-6.2pp | 20.18%-19.2pp | 37.77%-36.8pp |
| Employer contribution / active EE | $19,792 | $13,270+49.2% | $29,108-32.0% | $15,798+25.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |