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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $140,284 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC CPAS Service code 10 · EIN 47-1793720 | Accounting | $49,173 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $32,379 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-4656110 | Advisory (Plan) | $16,250 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $6,325 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 20-1667094 | Investment Management | $5,266 |
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 | $28,450 | $71,802-60.4% | $133,975-78.8% | $57,658-50.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 0.93% | 13.51%-12.6pp | 29.29%-28.4pp | 5.13%-4.2pp |
| Employer contribution / active EE | $3,886 | $3,161+22.9% | $5,211-25.4% | $1,974+96.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $249 | $88+184.4% | $9,324-97.3% | $95+163.8% |