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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $376,712 |
BLITMAN & KING1+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $140,446 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $122,518 |
INVESCO1+ years Service code 28 · EIN 20-1667094 | Investment Management | $73,322 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $62,581 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $61,285 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 20-8080381 | Investment Management | $60,792 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $58,705 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-4656110 | Advisory (Plan) | $50,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 13-4656110 | Securities Custodian | $23,755 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.18% | 5.13%-2.9pp | 4.74%-2.6pp | 7.18%-5.0pp |
| Employer contribution / active EE | $11,054 | $14,689-24.7% | $36,089-69.4% | $13,095-15.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |