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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $277,273 |
BLITMAN & KING2+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $187,319 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $137,525 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 20-8080381 | Investment Management | $118,833 |
INVESCO1 year Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 28 · EIN 26-6399613 | Investment Management | $109,162 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $82,013 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $81,007 |
INVESCO1 year Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 | Investment Management | $80,075 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 19 · EIN 16-1486454 | Securities Custodian | $29,587 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 6.17% | 13.03%-6.9pp | 10.36%-4.2pp | 23.90%-17.7pp |
| Employer contribution / active EE | $11,450 | $15,779-27.4% | $37,738-69.7% | $16,539-30.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |