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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $498,846 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $141,296 |
BMO HARRIS BANK NA2+ years Filed as: M & T BANK Service code 19 · EIN 16-6265706 | Securities Custodian | $85,585 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $71,050 |
HARTER SECREST & EMERY LLP2+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $54,968 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $32,676 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $22,707 |
Service code 28 · EIN 26-2237421 | Investment Management | $12,571 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.25% | 13.03%-4.8pp | 10.36%-2.1pp | 23.90%-15.6pp |
| Employer contribution / active EE | $13,393 | $15,779-15.1% | $37,738-64.5% | $16,539-19.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |