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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $103,926 |
FEDERATED2 years Filed as: FEDERATED EQUITY Service code 27 · EIN 51-0366757 | Advisory (Plan) | $46,276 |
MEPT BLOCK 6 REIT LLC1 year Service code 27 · EIN 80-0951245 | Advisory (Plan) | $32,999 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,250 |
HALLETT ASSOCIATES, INC.3+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 | Actuarial | $19,500 |
CLOVER CAPITAL MANAGEMENT3+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $15,730 |
PNC BANK, N.A.3+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $14,883 |
MEYER, UNKOVIC & SCOTT3+ years Service code 29 · EIN 25-1008021 | Legal | $12,997 |
FELIX & GLOEKLER3+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $7,134 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 9.99% | 1.05%+8.9pp | -752.26%+762.2pp | -0.69%+10.7pp |
| Employer contribution / active EE | $10,445 | $11,363-8.1% | $31,802-67.2% | $16,786-37.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |