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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $212,507 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $42,000 |
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $35,300 |
NICOLE BRAKER1+ years Filed as: NICOLE PALUMBO Service code 30 · EIN 13-6140429 | Employee (plan) | $35,223 |
PAT FLYNN1+ years Filed as: PAT LYNCH Service code 30 · EIN 13-6140429 | Employee (plan) | $25,000 |
MICHAEL A. JACOBSON, CPA1+ years Filed as: MICHAEL A. JACOBSON Service code 10 · EIN 11-2516673 | Accounting | $22,000 |
O'CONNOR & MANGAN, P.C.1+ years Service code 29 · EIN 11-2558033 | Legal | $16,025 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $12,354 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -2.50% | -0.74%-1.8pp | -1.08%-1.4pp | -0.60%-1.9pp |
| Employer contribution / active EE | $3,480 | $12,555-72.3% | $35,779-90.3% | $12,272-71.6% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |