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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING NAPIER Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $79,434 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $67,286 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $42,422 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646610 | Advisory (Plan) | $40,000 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET TOTAL RETURN Service code 28 2711 CENTERVILLE RD · WILMINGTON, DE 19808 | Investment Management | $26,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $15,566 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $10,322 |
JUBELIRER PASS & INTRIERI P.C.2+ years Service code 29 · EIN 25-1340770 | Legal | $9,189 |
CYPHER & CYPHER2+ years Service code 10 · EIN 25-1385288 | Accounting | $7,095 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $6,302 |
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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% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.15% | 3.49%+3.7pp | 4.16%+3.0pp | 7.18%0pp |
| Employer contribution / active EE | $9,755 | $11,083-12.0% | $29,966-67.4% | $13,095-25.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |