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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING NAPIER Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $69,398 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $52,152 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646610 | Advisory (Plan) | $40,000 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $32,667 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET TOTAL RETURN Service code 28 2711 CENTERVILLE RD · WILMINGTON, DE 19808 | Investment Management | $28,206 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $16,039 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $10,451 |
JUBELIRER PASS & INTRIERI P.C.3+ years Service code 29 · EIN 25-1340770 | Legal | $8,369 |
CYPHER & CYPHER3+ years Service code 10 · EIN 25-1385288 | Accounting | $7,595 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG, P.C. Service code 29 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $6,472 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 17.52% | 11.78%+5.7pp | 8.32%+9.2pp | 23.90%-6.4pp |
| Employer contribution / active EE | $9,486 | $11,309-16.1% | $30,793-69.2% | $16,539-42.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |