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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $160,398 |
NEWPORT INVESTMENTS3+ years Service code 28 · EIN 34-1625359 | Investment Management | $93,355 |
ANCORA ADVISORS3+ years Service code 28 · EIN 33-1033773 | Investment Management | $81,700 |
Filed as: IBEW 673 FRINGE BENEFITS FUNDS INC Service code 13 · EIN 34-1323834 | Contract Administrator | $76,206 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $24,818 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $23,423 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $23,006 |
Service code 10 · EIN 34-1723186 | Accounting | $18,550 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $15,782 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.81% | 12.23%+0.6pp | 10.36%+2.4pp | 13.95%-1.1pp |
| Employer contribution / active EE | $11,639 | $18,059-35.5% | $37,738-69.2% | $16,598-29.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |