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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $64,317 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $45,337 |
BLITMAN & KING9+ years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $43,657 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 PO BOX 9510 · SAVANNAH, GA 31412 | Advisory (Plan) | $42,750 |
Filed as: PRINCIPAL Service code 18 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94163 | Custodial (other than securities); In... | $40,983 |
SEGALL BRYANT & HAMILL2 years Service code 51 · EIN 41-1788385 10 S. WACKER DRIVE SUITE 3100 · CHICAGO, IL 60661 | Investment Mgmt Fees | $30,049 |
D'ARCANGELO & CO., LLP9+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,100 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK NATIONAL Service code 51 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA, 25TH FLOOR · NEW YORK, NY 10081 | Investment Mgmt Fees | $16,313 |
Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $14,878 |
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Employer contribution per participant 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 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 9.84% | 72.14%-62.3pp | 9.14%+0.7pp | - |
| Employer contribution / active EE | $22,649 | $14,822+52.8% | $40,523-44.1% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |