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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 20 · EIN 02-0476209 292 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Trustee (individual); Trustee (bank, ... | $294,245 |
EXETER TRUST COMPANY1+ years Service code 18 · EIN 02-0476209 292 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Custodial (other than securities) | $42,988 |
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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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 12.01% | 12.37%-0.4pp | 11.08%+0.9pp | 18.35%-6.3pp |
| Employer contribution / active EE | $0 | $8,964-100.0% | $28,418-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |