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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $417,747 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 13-5521910 | Investment Management | $317,880 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $210,838 |
Filed as: WCM Service code 28 · EIN 95-3046237 | Investment Management | $188,719 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $157,393 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 13-3441483 | Investment Management | $152,725 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $120,700 |
SNOW CAPITAL MANAGEMENT1+ years Filed as: SNOW CAPITAL Service code 28 · EIN 25-1894430 | Investment Management | $98,079 |
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $88,456 |
EXETER TRUST COMPANY1+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $60,478 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.80% | 1.36%+0.4pp | -1.61%+3.4pp | 1.67%+0.1pp |
| Employer contribution / active EE | $9,234 | $10,832-14.8% | $30,840-70.1% | $10,506-12.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |