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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Filed as: MANNING AND NAPIER, INC. Service code 28 · EIN 16-0995736 | Investment Management | $149,346 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $56,266 |
FEDERATED8 years Filed as: FEDERATED EQUITY Service code 28 · EIN 51-0366757 | Investment Management | $43,863 |
ANDCO CONSULTING8 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,767 |
USI CONSULTING GROUP2 years Service code 11 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $26,225 |
PNC BANK, N.A.9+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $18,927 |
DICLAUDIO & KRAMER, LLC1 year Service code 10 · EIN 27-0889793 | Accounting | $16,035 |
MEYER, UNKOVIC & SCOTT9+ years Service code 29 · EIN 25-1344985 | Legal | $11,843 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 28 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Investment Management | $5,967 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 8.11% | 11.01%-2.9pp | 8.10%0pp | 7.66%+0.5pp |
| Employer contribution / active EE | $11,872 | $13,413-11.5% | $28,665-58.6% | $20,614-42.4% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |