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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Service code 28 · EIN 45-3328488 | Investment Management | $135,658 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $86,949 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,534 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $67,598 |
AB FUNDS4+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $67,503 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $62,548 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $60,157 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $57,588 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $57,416 |
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $55,000 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 6.05% | 10.27%-4.2pp | 10.56%-4.5pp | 53.27%-47.2pp |
| Employer contribution / active EE | $15,559 | $12,273+26.8% | $30,199-48.5% | $14,774+5.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |