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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Service code 20 · EIN 45-3240790 P.O. BOX 1025 · FAIRPORT, NY 14450 | Trustee (individual); Trustee (bank, ... | $272,932 |
EXETER TRUST COMPANY4+ years Service code 18 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Custodial (other than securities) | $42,945 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 7.41% | 7.29%+0.1pp | 8.10%-0.7pp | 8.21%-0.8pp |
| Employer contribution / active EE | $0 | $9,759-100.0% | $28,649-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |