Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3240790 | Investment Management | $206,094 |
Service code 49 · EIN 16-0776208 | Other Services | $103,246 |
INVESCO5 years Filed as: INVESCO ADVISORS, INC. Service code 51 · EIN 46-3793225 | Investment Mgmt Fees | $37,652 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $30,725 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $24,667 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $23,415 |
WILMINGTON TRUST5 years Service code 19 · EIN 16-1486454 | Securities Custodian | $11,601 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $7,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,785 | $98,776-68.8% | $119,126-74.2% | $89,670-65.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 3.01% | 9.25%-6.2pp | 282.11%-279.1pp | 19.66%-16.7pp |
| Employer contribution / active EE | $4,160 | $5,802-28.3% | $4,034+3.1% | $4,041+2.9% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $237 | $230+2.8% | $10,693-97.8% | $352-32.7% |