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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $91,172 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 20 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Trustee (individual) | $46,667 |
BLITMAN & KING2+ years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $44,285 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 2277 STATE HIGHWAY 33 · TRENTON, NJ 08690 | Actuarial | $33,464 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 18 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94163 | Custodial (other than securities) | $18,082 |
D'ARCANGELO & CO., LLP2+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,800 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 7.27% | 12.23%-5.0pp | 10.36%-3.1pp | 13.95%-6.7pp |
| Employer contribution / active EE | $16,836 | $18,059-6.8% | $37,738-55.4% | $16,598+1.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |