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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $137,615 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $62,600 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $42,000 |
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $34,800 |
DAWN DECRISTO1 year Filed as: DAWN DICRISTO Service code 30 · EIN 13-6140429 | Employee (plan) | $30,708 |
MICHAEL A. JACOBSON, CPA2 years Filed as: MICHAEL A. JACOBSON CPA Service code 10 · EIN 11-2516673 | Accounting | $22,000 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $15,527 |
O'CONNOR & MANGAN, P.C.3+ years Service code 29 · EIN 11-2558033 | Legal | $13,400 |
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Employer contribution per participant 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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.86% | 12.52%+2.3pp | 9.39%+5.5pp | 23.90%-9.0pp |
| Employer contribution / active EE | $3,702 | $13,977-73.5% | $33,466-88.9% | $16,539-77.6% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |