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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $83,394 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $40,639 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $39,166 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $32,100 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,250 |
MENGEL, METZGER, BARR & CO. LLP2+ years Service code 10 · EIN 16-1092347 | Accounting | $21,000 |
KRISTINE VANFLEET2+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $14,476 |
HGK2+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $10,248 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $8,934 |
Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $7,173 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.66% | 12.23%-3.6pp | 10.36%-1.7pp | 13.95%-5.3pp |
| Employer contribution / active EE | $10,544 | $18,059-41.6% | $37,738-72.1% | $16,598-36.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |