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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3240790 | Investment Management | $289,489 |
Service code 49 · EIN 16-0776208 | Other Services | $171,908 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $132,050 |
INVESCO9 years Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 51 · EIN 26-6399613 | Investment Mgmt Fees | $109,077 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $103,757 |
INVESCO9 years Filed as: INVESCO CORE REAL ESTATE Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $74,616 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $72,485 |
BLITMAN & KING10+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $67,967 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MGMT COMPANY LLC Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $60,443 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $59,167 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.92% | 8.62%-2.7pp | 8.99%-3.1pp | 10.52%-4.6pp |
| Employer contribution / active EE | $13,055 | $14,400-9.3% | $25,171-48.1% | $15,140-13.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |