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| 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 | $106,351-71.1% | $105,223-70.7% | $103,975-70.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 3.01% | 11.69%-8.7pp | 180.65%-177.6pp | 19.41%-16.4pp |
| Employer contribution / active EE | $4,160 | $5,336-22.0% | $3,689+12.8% | $3,722+11.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $237 | $316-24.9% | $8,859-97.3% | $332-28.7% |