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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $81,570 |
NICOLE BRAKER3+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $76,274 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $63,822 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $62,301 |
CHRISTINA BARRY2 years Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $48,705 |
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $45,385 |
LAUREL WEALTH ADVISORS2 years Filed as: LAUREL C. NIER Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $21,857 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $21,620 |
Filed as: ROBIN B. DONNELLY Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $17,068 |
Filed as: M&T BANK INSTITUTIONAL RETIREMENT Service code 19 · EIN 16-0538020 | Securities Custodian | $14,737 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.65% | 11.78%-0.1pp | 8.32%+3.3pp | 23.90%-12.2pp |
| Employer contribution / active EE | $8,397 | $11,309-25.7% | $30,793-72.7% | $16,539-49.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |