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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 | Investment Management | $656,738 |
IABSORIW1+ years Service code 13 · EIN 43-0337330 | Contract Administrator | $310,337 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $226,546 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 | Investment Management | $197,265 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $171,221 |
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 | Investment Management | $151,470 |
MD SASS1+ years Filed as: MD SASS ACCOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $102,866 |
BOND BROTHERS1+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $96,800 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $62,487 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $39,228 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.93% | -0.74%-1.2pp | -1.08%-0.8pp | -0.60%-1.3pp |
| Employer contribution / active EE | $26,593 | $12,555+111.8% | $35,779-25.7% | $12,272+116.7% |
| Participant deferral / active EE | $59 | $508-88.3% | $238-75.2% | $416-85.8% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |