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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $155,440 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $64,891 |
HGK7+ years Filed as: HGK TRINITY STREET INTERNATIONAL FU Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $58,724 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $33,600 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,667 |
MENGEL, METZGER, BARR & CO. LLP7+ years Service code 10 · EIN 16-1092347 | Accounting | $26,500 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $26,020 |
INVESCO5 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $25,461 |
ULLICO7+ years Service code 72 · EIN 13-1423090 | Other investment fees and expenses | $7,433 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF LABOR Service code 72 · EIN 48-0150325 | Other investment fees and expenses | $6,493 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -7.67% | -6.78%-0.9pp | -5.84%-1.8pp | 39.77%-47.4pp |
| Employer contribution / active EE | $12,045 | $13,335-9.7% | $31,839-62.2% | $19,959-39.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |