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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $97,134 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $34,160 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $33,373 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $30,954 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,671 |
KRISTINE VANFLEET1+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $23,690 |
MENGEL, METZGER, BARR & CO. LLP1+ years Service code 10 · EIN 16-1092347 | Accounting | $22,700 |
HGK1+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $9,327 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $6,247 |
ULLICO1+ years Service code 72 · EIN 13-1423090 | Other investment fees and expenses | $6,232 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -2.61% | 5.80%-8.4pp | 4.74%-7.3pp | 11.88%-14.5pp |
| Employer contribution / active EE | $8,242 | $15,506-46.8% | $36,089-77.2% | $14,612-43.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |