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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $157,958 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $134,177 |
BENEFIT PROCESSING, INC.1+ years Filed as: BENEFIT PROCESSING INC Service code 14 · EIN 23-2204388 | Plan Administrator | $127,652 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $89,309 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 2277 STATE HIGHWAY 33 · TRENTON, NJ 08690 | Actuarial | $88,168 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $78,391 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $78,178 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Claims processing; Custodial (securit... | $77,270 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $75,956 |
RBC WEALTH MANAGEMENT1+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $154,906-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 21.1%-21.1pp | 4.3%-4.3pp |
| Annual return | -1.83% | 2.81%-4.6pp | -0.22%-1.6pp | 2.81%-4.6pp |
| Employer contribution / active EE | $1,605 | $16,358-90.2% | $35,165-95.4% | $16,358-90.2% |
| Participant deferral / active EE | $0 | $775-100.0% | $80-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,675-100.0% | $1,639-100.0% |