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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $84,224 |
FEDERATED1 year Filed as: FEDERATED EQUITY Service code 27 · EIN 51-0366757 | Advisory (Plan) | $42,825 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,188 |
HALLETT ASSOCIATES, INC.2+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 | Actuarial | $20,500 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1008021 | Legal | $17,126 |
CLOVER CAPITAL MANAGEMENT2+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $16,354 |
PNC BANK, N.A.2+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $16,174 |
FELIX & GLOEKLER2+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $7,507 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.04% | 11.09%-0.1pp | 8.32%+2.7pp | 13.95%-2.9pp |
| Employer contribution / active EE | $8,249 | $10,980-24.9% | $30,793-73.2% | $16,598-50.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |