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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $163,781 |
NEWPORT INVESTMENTS4+ years Service code 28 · EIN 34-1625359 | Investment Management | $97,021 |
ANCORA ADVISORS4+ years Service code 28 · EIN 33-1033773 | Investment Management | $88,679 |
Filed as: IBEW 673 FRINGE BENEFITS FUNDS INC Service code 13 · EIN 34-1323834 | Contract Administrator | $80,400 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $24,704 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $24,521 |
GALLOVIC, GRANITO, & CO LTD2 years Service code 10 · EIN 34-1723186 | Accounting | $19,250 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $15,745 |
MACALA & PIATT, LLC4+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $13,712 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -2.31% | -1.53%-0.8pp | -2.18%-0.1pp | -0.69%-1.6pp |
| Employer contribution / active EE | $12,774 | $14,498-11.9% | $38,751-67.0% | $16,786-23.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |