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| Provider | Service type | Compensation |
|---|---|---|
HGK10+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $47,165 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $40,035 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $32,797 |
MENGEL, METZGER, BARR & CO. LLP10+ years Service code 10 · EIN 16-1092347 | Accounting | $29,000 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $22,422 |
ULLICO10+ years Service code 72 · EIN 13-1423090 | Other investment fees and expenses | $6,746 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF LABOR Service code 72 · EIN 48-0150325 | Other investment fees and expenses | $5,311 |
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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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 9.76% | 13.02%-3.3pp | 9.57%+0.2pp | 9.16%+0.6pp |
| Employer contribution / active EE | $15,179 | $13,807+9.9% | $26,706-43.2% | $19,955-23.9% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |