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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $194,045 |
NEWPORT INVESTMENTS2+ years Service code 28 · EIN 34-1625359 | Investment Management | $85,768 |
Filed as: IBEW 673 FRINGE BENEFITS FUNDS INC Service code 13 · EIN 34-1323834 | Contract Administrator | $72,891 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
ANCORA ADVISORS2+ years Service code 28 · EIN 33-1033773 | Investment Management | $47,525 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $22,105 |
GALLOVIC, GRANITO, & CO LTD2+ years Filed as: GALLOVIC, GRANITO & CO LTD Service code 10 · EIN 34-1723186 | Accounting | $20,250 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $20,000 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $14,769 |
MACALA & PIATT, LLC2+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $14,160 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.67% | 5.80%+1.9pp | 4.74%+2.9pp | 11.88%-4.2pp |
| Employer contribution / active EE | $9,053 | $15,506-41.6% | $36,089-74.9% | $14,612-38.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |