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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $91,984 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $42,792 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $32,100 |
HGK3+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $31,716 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,250 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $24,956 |
MENGEL, METZGER, BARR & CO. LLP3+ years Service code 10 · EIN 16-1092347 | Accounting | $24,000 |
KRISTINE VANFLEET3+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $14,684 |
INVESCO1 year Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $8,974 |
Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $8,371 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 6.61% | -1.53%+8.1pp | -2.18%+8.8pp | -0.69%+7.3pp |
| Employer contribution / active EE | $9,294 | $14,498-35.9% | $38,751-76.0% | $16,786-44.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |