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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $150,491 |
THE SEGAL COMPANY2 years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $64,186 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $36,000 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $32,708 |
MICHAEL A. JACOBSON, CPA3+ years Service code 10 · EIN 11-2516673 | Accounting | $19,550 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $12,862 |
O'CONNOR & MANGAN, P.C.3+ years Filed as: O'CONNOR & MANGAN P.C. Service code 29 · EIN 11-2558033 | Legal | $12,000 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 27 · EIN 36-0721895 | Advisory (Plan) | $8,045 |
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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 | 12.83% | 12.52%+0.3pp | 9.39%+3.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $4,254 | $13,977-69.6% | $33,466-87.3% | $16,539-74.3% |
| 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% |