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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $105,822 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $101,378 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $88,313 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,183 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $78,286 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $58,066 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 04-3161875 | Investment Management | $54,746 |
AB FUNDS1+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $51,086 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-3479911 | Investment Management | $48,368 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.85% | 3.49%-2.6pp | 4.16%-3.3pp | 7.18%-6.3pp |
| Employer contribution / active EE | $13,354 | $11,083+20.5% | $29,966-55.4% | $13,095+2.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |