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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $616,276 |
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $185,884 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $137,752 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $81,780 |
ALESCO ADVISORS1 year Service code 28 · EIN 16-1579300 | Investment Management | $77,226 |
HARTER SECREST & EMERY LLP4+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $44,320 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $30,033 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $20,612 |
Service code 28 · EIN 26-2237421 | Investment Management | $19,133 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.42% | 33.70%-29.3pp | 14.64%-10.2pp | 53.27%-48.8pp |
| Employer contribution / active EE | $13,837 | $14,473-4.4% | $41,831-66.9% | $14,774-6.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |