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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $96,977 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $47,470 |
HGK5+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $40,085 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $33,600 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,000 |
MENGEL, METZGER, BARR & CO. LLP5+ years Service code 10 · EIN 16-1092347 | Accounting | $24,700 |
INVESCO3 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $20,365 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $18,288 |
ULLICO5+ years Service code 72 · EIN 13-1423090 | Other investment fees and expenses | $7,100 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 7.77% | 10.61%-2.8pp | 9.52%-1.7pp | 627.08%-619.3pp |
| Employer contribution / active EE | $11,334 | $21,392-47.0% | $41,951-73.0% | $18,824-39.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |