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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $292,067 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 36-3145972 | Investment Management | $232,746 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $174,712 |
MARTIN CURRIE1 year Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $77,365 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $70,036 |
Filed as: REINHART PARTNERS Service code 28 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $57,378 |
Service code 19 · EIN 36-4169967 | Securities Custodian | $56,766 |
Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $48,868 |
Service code 28 · EIN 26-2237421 | Investment Management | $43,831 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $39,712 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -3.41% | 7.15%-10.6pp | 20.18%-23.6pp | 37.77%-41.2pp |
| Employer contribution / active EE | $17,401 | $13,270+31.1% | $29,108-40.2% | $15,798+10.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |