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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% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 9.76% | 9.00%+0.8pp | 9.03%+0.7pp | 8.35%+1.4pp |
| Employer contribution / active EE | $15,179 | $14,409+5.3% | $26,284-42.2% | $17,935-15.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |