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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $63,111 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LA SALLE ST · CHICAGO, IL 60602 | Investment Management | $23,933 |
Filed as: PRINCIPAL Service code 19 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Securities Custodian | $18,723 |
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., LLP10+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $14,100 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $11,816 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 10 S. WACKER DRIVE SUITE 3100 · CHICAGO, IL 60606 | Investment Management | $7,960 |
BOLTON PARTNERS, INC.3 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 | $107,933 | $95,090+13.5% | $211,142-48.9% | $64,728+66.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 5.62% | 49.50%-43.9pp | 46.84%-41.2pp | 49.38%-43.8pp |
| Employer contribution / active EE | $6,689 | $4,313+55.1% | $6,442+3.8% | $2,243+198.3% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $854 | $538+58.8% | $19,076-95.5% | $1,145-25.4% |