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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $52,672 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $38,920 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $27,514 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $14,030 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $10,650 |
EXETER TRUST COMPANY1+ years Service code 19 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $9,712 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $7,040 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -0.60% | 2.79%-3.4pp | 4.16%-4.8pp | 11.88%-12.5pp |
| Employer contribution / active EE | $9,447 | $10,530-10.3% | $29,966-68.5% | $14,612-35.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |