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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $180,267 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $152,241 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $89,834 |
HARRY K. FRIEDMAN1+ years Filed as: HARRY MANISCALCO Service code 30 · EIN 23-6294355 | Employee (plan) | $38,883 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
PNC BANK, N.A.1+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $26,659 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $21,630 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $19,402 |
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Annual investment return 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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.72% | 0.06%-2.8pp | -0.81%-1.9pp | -0.60%-2.1pp |
| Employer contribution / active EE | $5,747 | $14,206-59.5% | $38,425-85.0% | $12,272-53.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |