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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $112,877 |
MEPT BLOCK 6 REIT LLC3 years Service code 27 · EIN 80-0951245 | Advisory (Plan) | $48,780 |
FEDERATED4 years Filed as: FEDERATED EQUITY Service code 27 · EIN 51-0366757 | Advisory (Plan) | $42,730 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $38,750 |
FINLEY & COOK1 year Filed as: FINLEY INC. Service code 11 · EIN 34-1213174 | Actuarial | $20,525 |
PNC BANK, N.A.5+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $17,394 |
CLOVER CAPITAL MANAGEMENT5+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $16,554 |
FELIX & GLOEKLER5+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $8,065 |
MEYER, UNKOVIC & SCOTT5+ years Service code 29 · EIN 25-1008021 | Legal | $7,675 |
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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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 2.44% | 6.95%-4.5pp | 8.01%-5.6pp | 627.08%-624.6pp |
| Employer contribution / active EE | $11,301 | $11,635-2.9% | $29,476-61.7% | $18,824-40.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |