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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $288,991 |
NEWPORT INVESTMENTS1+ years Service code 28 · EIN 34-1625359 | Investment Management | $94,932 |
Filed as: IBEW 673 FRINGE BENEFITS FUNDS INC Service code 13 · EIN 34-1323834 | Contract Administrator | $56,400 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $26,608 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $24,136 |
ANCORA ADVISORS1+ years Service code 28 · EIN 33-1033773 | Investment Management | $20,706 |
GALLOVIC, GRANITO, & CO LTD1+ years Filed as: GALLOVIC, GRANITO & CO LTD Service code 10 · EIN 34-1723186 | Accounting | $17,500 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $15,971 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $14,633 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -2.71% | -1.13%-1.6pp | -0.81%-1.9pp | 2.81%-5.5pp |
| Employer contribution / active EE | $9,235 | $14,981-38.4% | $38,425-76.0% | $16,358-43.5% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |