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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $299,205 |
Service code 49 · EIN 16-0776208 | Other Services | $164,857 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $150,330 |
BLITMAN & KING3+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $148,714 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 20-8080381 | Investment Management | $133,970 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. Service code 10 · EIN 47-1793720 | Accounting | $110,117 |
INVESCO2 years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 | Investment Management | $87,329 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $86,567 |
INVESCO2 years Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 28 · EIN 26-6399613 | Investment Management | $74,752 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.87% | -1.12%+10.0pp | -2.18%+11.1pp | 0.19%+8.7pp |
| Employer contribution / active EE | $10,755 | $12,052-10.8% | $38,751-72.2% | $13,763-21.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |