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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $166,146 |
FEDERATED6 years Filed as: FEDERATED EQUITY Service code 27 · EIN 51-0366757 | Advisory (Plan) | $64,594 |
MEPT BLOCK 6 REIT LLC5 years Service code 27 · EIN 80-0951245 | Advisory (Plan) | $56,861 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,800 |
PNC BANK, N.A.7+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $25,949 |
FINLEY & COOK3 years Filed as: FINLEY INC. Service code 11 · EIN 34-1213174 | Actuarial | $25,150 |
MEYER, UNKOVIC & SCOTT7+ years Service code 29 · EIN 25-1008021 | Legal | $12,917 |
CLOVER CAPITAL MANAGEMENT7+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $12,765 |
FELIX & GLOEKLER7+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $7,560 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -2.23% | -6.78%+4.6pp | -5.85%+3.6pp | 39.82%-42.0pp |
| Employer contribution / active EE | $12,443 | $13,335-6.7% | $31,839-60.9% | $19,980-37.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |