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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $413,740 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 13-5521910 | Investment Management | $318,049 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $211,956 |
Filed as: WCM Service code 28 · EIN 95-3046237 | Investment Management | $159,691 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $157,984 |
COLUMBUS CIRCLE INVESTORS2+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 13-3441483 | Investment Management | $139,642 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $120,700 |
SNOW CAPITAL MANAGEMENT2+ years Filed as: SNOW CAPITAL Service code 28 · EIN 25-1894430 | Investment Management | $95,490 |
THE SEGAL COMPANY2+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $92,518 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN & ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $62,778 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.34% | 3.63%+4.7pp | 4.16%+4.2pp | 9.19%-0.8pp |
| Employer contribution / active EE | $9,361 | $11,363-17.6% | $29,966-68.8% | $12,608-25.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |