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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Service code 28 · EIN 16-0995736 | Investment Management | $317,569 |
FISHER INVESTMENTS7+ years Service code 28 · EIN 94-3029777 | Investment Management | $299,700 |
EARNEST PARTNERS, LLC7+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $272,264 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $183,028 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $180,895 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 34-3555070 | Advisory (Plan) | $160,000 |
PNC BANK, N.A.6 years Filed as: PNC FINANCIAL SERVICES Service code 28 · EIN 25-1211909 | Investment Management | $155,356 |
REAMS ASSET MANAGEMENT2 years Filed as: UMB FUND SERVICES Service code 28 223 WILMINTON W CHESTER P · CHADDS FORD, PA 19317 | Investment Management | $130,316 |
PBGC PREMIUM3 years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $107,260 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 383 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $82,293 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -3.46% | -7.95%+4.5pp | -5.85%+2.4pp | 23.41%-26.9pp |
| Employer contribution / active EE | $14,723 | $13,972+5.4% | $31,839-53.8% | $12,650+16.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |