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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $55,704 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $31,641 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $29,983 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $25,112 |
MENGEL, METZGER, BARR & CO. LLP3+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $11,230 |
EXETER TRUST COMPANY3+ years Service code 19 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $10,591 |
INSERO & CO. CPAS, LLP3+ years Service code 10 · EIN 47-5324570 | Accounting | $7,520 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 3.98% | 1.05%+2.9pp | -752.26%+756.2pp | -0.69%+4.7pp |
| Employer contribution / active EE | $10,060 | $11,363-11.5% | $31,802-68.4% | $16,786-40.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |