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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $107,985 |
HGK4+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $42,086 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $34,260 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $32,475 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,000 |
MENGEL, METZGER, BARR & CO. LLP4+ years Service code 10 · EIN 16-1092347 | Accounting | $26,000 |
INVESCO2 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $17,046 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $15,075 |
ULLICO4+ years Service code 72 · EIN 13-1423090 | Other investment fees and expenses | $6,836 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 5.11% | 18.13%-13.0pp | 14.64%-9.5pp | 16.32%-11.2pp |
| Employer contribution / active EE | $11,754 | $23,138-49.2% | $41,831-71.9% | $17,007-30.9% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |