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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $38,323 |
IBEW LOCAL 840 PENSION FUND1+ years Service code 49 · EIN 16-6075984 | Other Services | $32,038 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $14,135 |
LIFETIME BENEFIT SOLUTIONS1+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $13,775 |
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON WEALTH ADVISORS Service code 28 180 E. BROAD ST. 1 · COLUMBUS, OH 43215 | Investment Management | $8,613 |
ROBERT PIZZO, ESQ.1+ years Service code 29 · EIN 82-0553395 | Legal | $7,760 |
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 | $70,667-100.0% | $123,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | -6.53% | 6.23%-12.8pp | 13.22%-19.7pp | 4.54%-11.1pp |
| Employer contribution / active EE | $2,453 | $2,946-16.7% | $5,151-52.4% | $1,882+30.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |