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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $135,414 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $122,468 |
NICOLE BRAKER5+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $78,571 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $60,880 |
CHRISTINA BARRY4 years Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $54,298 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $38,423 |
Service code 29 · EIN 16-1278314 | Legal | $28,222 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $25,600 |
THE BANK OF NEW YORK MELLON3 years Filed as: M&T BANK INSTITUTIONAL RETIREMENT Service code 19 · EIN 16-0538020 | Securities Custodian | $13,365 |
ERIN IVES1 year Filed as: ERIN RELYEA Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $12,681 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 13.40% | 10.27%+3.1pp | 10.56%+2.8pp | 53.27%-39.9pp |
| Employer contribution / active EE | $9,860 | $12,273-19.7% | $30,199-67.3% | $14,774-33.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |