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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $71,154 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LA SALLE ST · CHICAGO, IL 60602 | Investment Management | $36,717 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $14,283 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 PO VOX 9510 · SAVANNAH, GA 31412 | Advisory (Plan) | $14,250 |
D'ARCANGELO & CO., LLP9+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $14,100 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 10 S. WACKER DRIVE SUITE 3100 · CHICAGO, IL 60606 | Investment Management | $10,621 |
Filed as: PRINCIPAL Service code 19 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Securities Custodian | $10,136 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $5,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,111 | $129,227-18.7% | $184,256-43.0% | $77,762+35.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 8.20% | 33.24%-25.0pp | 28.85%-20.6pp | 31.27%-23.1pp |
| Employer contribution / active EE | $6,150 | $4,412+39.4% | $6,427-4.3% | $2,728+125.4% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1,076 | $256+320.9% | $13,899-92.3% | $433+148.7% |