Filed April 4, 2018
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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 | $290,673 |
FENIMORE ASSET MANAGEMENT2+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $133,453 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $102,152 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $59,520 |
WESTMINSTER CONSULTING, LLC2+ years Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $11,337 |
FUST CHARLES CHAMBERS LLP2+ years Filed as: FUST CHARLES CHAMBERS Service code 10 · EIN 16-1226221 | Accounting | $11,080 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.39% | 5.09%+2.3pp | 5.00%+2.4pp | 7.18%+0.2pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |