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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $255,477 |
Service code 49 · EIN 16-0776208 | Other Services | $165,171 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $147,250 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 20-8080381 | Investment Management | $132,538 |
BLITMAN & KING4+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $113,700 |
INVESCO3 years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 | Investment Management | $92,330 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $87,561 |
INVESCO3 years Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 28 · EIN 26-6399613 | Investment Management | $77,736 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $57,215 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
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Participant contribution per participant 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 6.59% | 33.70%-27.1pp | 14.64%-8.1pp | 53.27%-46.7pp |
| Employer contribution / active EE | $11,428 | $14,473-21.0% | $41,831-72.7% | $14,774-22.6% |
| Participant deferral / active EE | $1,381 | $145+854.9% | $200+590.3% | $1,259+9.7% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |