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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 | $96,999-68.3% | $123,973-75.2% | $83,436-63.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 3.01% | 8.97%-6.0pp | 388.13%-385.1pp | 19.34%-16.3pp |
| Employer contribution / active EE | $4,160 | $5,808-28.4% | $4,126+0.8% | $4,072+2.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $237 | $227+4.3% | $11,799-98.0% | $265-10.7% |