Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $115,850 |
BLITMAN & KING3+ years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $52,107 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 20 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Trustee (individual) | $52,083 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 2277 STATE HIGHWAY 33 · TRENTON, NJ 08690 | Actuarial | $34,464 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 18 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94163 | Custodial (other than securities) | $18,416 |
D'ARCANGELO & CO., LLP3+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,800 |
Filed as: JOSEPH W. MCCARTHY Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $7,767 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 4.40% | -1.53%+5.9pp | -2.18%+6.6pp | -0.69%+5.1pp |
| Employer contribution / active EE | $16,934 | $14,498+16.8% | $38,751-56.3% | $16,786+0.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |