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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 | $561,156 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $83,260 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,933 |
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 19 · EIN 16-6265706 | Securities Custodian | $65,560 |
HARTER SECREST & EMERY LLP1+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $33,191 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $31,710 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $18,264 |
Service code 28 · EIN 26-2237421 | Investment Management | $12,144 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -2.43% | 5.13%-7.6pp | 4.74%-7.2pp | 7.18%-9.6pp |
| Employer contribution / active EE | $11,430 | $14,689-22.2% | $36,089-68.3% | $13,095-12.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |