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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $91,052 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $51,477 |
DAWN DECRISTO1 year Service code 30 · EIN 13-6140429 | Employee (plan) | $34,765 |
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $31,800 |
MICHAEL A. JACOBSON, CPA3 years Filed as: MICHAEL A. JACOBSON CPA Service code 10 · EIN 11-2516673 | Accounting | $24,800 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,927 |
O'CONNOR & MANGAN, P.C.4+ years Service code 29 · EIN 11-2558033 | Legal | $12,350 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -3.57% | -1.84%-1.7pp | -0.67%-2.9pp | 0.19%-3.8pp |
| Employer contribution / active EE | $3,868 | $15,717-75.4% | $31,731-87.8% | $13,763-71.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |