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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $29,843 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $26,612 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $22,708 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $10,930 |
MENGEL, METZGER, BARR & CO. LLP2+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $10,650 |
EXETER TRUST COMPANY2+ years Service code 19 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $10,056 |
INSERO & CO. CPAS, LLP2+ years Service code 10 · EIN 47-5324570 | Accounting | $7,040 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.49% | 11.09%-3.6pp | 8.32%-0.8pp | 13.95%-6.5pp |
| Employer contribution / active EE | $11,993 | $10,980+9.2% | $30,793-61.1% | $16,598-27.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |