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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $85,210 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $76,534 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $54,941 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 16 · EIN 94-2854958 | Consulting | $45,197 |
Service code 29 · EIN 16-1278314 | Legal | $33,981 |
NICOLE BRAKER1+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-0983640 | Employee (plan) | $30,653 |
M&T INVESTMENT GROUP1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $21,308 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $21,074 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA,CPA Service code 10 · EIN 47-1793720 | Accounting | $20,150 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Service code 10 · EIN 16-1120588 | Accounting | $5,294 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -4.84% | 0.68%-5.5pp | -1.61%-3.2pp | -0.60%-4.2pp |
| Employer contribution / active EE | $6,381 | $10,568-39.6% | $30,840-79.3% | $12,272-48.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |