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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC Service code 28 · EIN 45-3328488 | Investment Management | $262,415 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $115,218 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $111,680 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SONSOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $89,269 |
MISSOURI VALLEY PARTNERS2+ years Service code 28 · EIN 27-2347077 | Investment Management | $73,508 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,678 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $36,349 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Service code 10 · EIN 43-1244218 | Accounting | $24,244 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 45-2371444 | Investment Management | $22,665 |
ULLICO2+ years Service code 50 · EIN 13-1423090 | Direct Payment | $16,699 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,212 | $221,442-54.7% | $92,240+8.6% | $77,958+28.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 5.12% | 15.65%-10.5pp | 176.29%-171.2pp | 20.87%-15.8pp |
| Employer contribution / active EE | $12,712 | $3,226+294.1% | $3,680+245.5% | $2,310+450.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $523 | $210+149.4% | $5,194-89.9% | $97+437.0% |