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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $447,335 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $240,549 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $227,058 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $75,270 |
Service code 19 · EIN 36-4169967 | Securities Custodian | $62,554 |
ALESCO ADVISORS3 years Service code 28 · EIN 16-1579300 | Investment Management | $43,123 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $36,969 |
HARTER SECREST & EMERY LLP6+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $31,286 |
Service code 28 · EIN 26-2237421 | Investment Management | $25,773 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 19 · EIN 16-6265706 | Securities Custodian | $22,761 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 31.04% | 24.46%+6.6pp | 11.08%+20.0pp | 13.24%+17.8pp |
| Employer contribution / active EE | $13,461 | $11,981+12.4% | $28,418-52.6% | $14,616-7.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |