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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $119,381 |
MEPT BLOCK 6 REIT LLC4 years Service code 27 · EIN 80-0951245 | Advisory (Plan) | $49,167 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,000 |
FINLEY & COOK2 years Filed as: FINLEY INC. Service code 11 · EIN 34-1213174 | Actuarial | $24,200 |
PNC BANK, N.A.6+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $14,161 |
FEDERATED5 years Filed as: FEDERATED EQUITY Service code 27 · EIN 51-0366757 | Advisory (Plan) | $13,684 |
CLOVER CAPITAL MANAGEMENT6+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $11,409 |
FELIX & GLOEKLER6+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $6,983 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 29.79% | 17.53%+12.3pp | 11.08%+18.7pp | 11.84%+17.9pp |
| Employer contribution / active EE | $11,778 | $12,005-1.9% | $28,418-58.6% | $17,339-32.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |