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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 16-0776208 | Other Services | $380,850 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $294,447 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $126,778 |
BLITMAN & KING5+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $124,873 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $103,478 |
INVESCO4 years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 | Investment Management | $90,846 |
INVESCO4 years Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 28 · EIN 26-6399613 | Investment Management | $87,088 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $86,683 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 20-8080381 | Investment Management | $82,989 |
THE SEGAL COMPANY4 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 4.96% | 6.41%-1.4pp | 8.01%-3.1pp | 11.45%-6.5pp |
| Employer contribution / active EE | $10,916 | $11,592-5.8% | $29,475-63.0% | $17,219-36.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |