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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $119,303 |
WILMINGTON TRUST3 years Service code 19 · EIN 16-1486454 | Securities Custodian | $110,217 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $105,397 |
MANNING & NAPIER8 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $69,120 |
FEDERATED3 years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 16-1263400 | Investment Management | $68,281 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $50,900 |
PCA TECHNOLOGY GROUP5 years Filed as: PCA TECHNOLOGY GROUP INC. Service code 15 · EIN 26-0022778 | Recordkeeping | $29,152 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $26,451 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $24,818 |
JBM COMPUTER CONSULTANTS9+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $13,607 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.02% | 11.08%-3.1pp | 8.10%-0.1pp | 8.76%-0.7pp |
| Employer contribution / active EE | $20,947 | $13,910+50.6% | $28,649-26.9% | $16,664+25.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |