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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $82,886 |
NICOLE BRAKER2+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $76,576 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $68,070 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $64,625 |
CHRISTINA BARRY1 year Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $47,060 |
LAUREL WEALTH ADVISORS1 year Filed as: LAUREL C. NIER Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $31,476 |
Service code 10 · EIN 47-1793720 | Accounting | $24,213 |
Service code 29 · EIN 16-1278314 | Legal | $19,876 |
Filed as: ROBIN B. DONNELLY Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $16,578 |
M&T INVESTMENT GROUP2+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $14,956 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.02% | 3.49%+3.5pp | 4.16%+2.9pp | 7.18%-0.2pp |
| Employer contribution / active EE | $7,510 | $11,083-32.2% | $29,966-74.9% | $13,095-42.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |