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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 | $616,833 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $226,230 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $202,017 |
ALESCO ADVISORS2 years Service code 28 · EIN 16-1579300 | Investment Management | $102,153 |
Service code 28 · EIN 36-4169967 | Investment Management | $74,314 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $66,880 |
HARTER SECREST & EMERY LLP5+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $51,058 |
Service code 28 · EIN 26-2237421 | Investment Management | $41,056 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $26,467 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $24,635 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -2.09% | 6.41%-8.5pp | 8.01%-10.1pp | 11.45%-13.5pp |
| Employer contribution / active EE | $14,161 | $11,592+22.2% | $29,476-52.0% | $17,219-17.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |