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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $176,466 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $127,546 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $119,994 |
HARRY K. FRIEDMAN2+ years Filed as: HARRY MANISCALCO Service code 30 · EIN 23-6294355 | Employee (plan) | $39,017 |
MERCER2+ 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.2+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $26,545 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $25,541 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
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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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.54% | 5.13%+0.4pp | 4.74%+0.8pp | 7.18%-1.6pp |
| Employer contribution / active EE | $5,560 | $14,689-62.2% | $36,089-84.6% | $13,095-57.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |