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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 | $572,323 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $125,860 |
BMO HARRIS BANK NA3+ years Filed as: M & T BANK Service code 19 · EIN 16-6265706 | Securities Custodian | $79,676 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,660 |
HARTER SECREST & EMERY LLP3+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $30,265 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $29,637 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $21,782 |
Service code 28 · EIN 26-2237421 | Investment Management | $13,140 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.57% | -1.12%+8.7pp | -2.18%+9.8pp | 0.19%+7.4pp |
| Employer contribution / active EE | $13,423 | $12,052+11.4% | $38,751-65.4% | $13,763-2.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |