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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER Service code 21 · EIN 16-0995736 | Bank Trustee | $22,685 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 18 · EIN 06-1331738 | Custodial (other than securities) | $7,207 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -3.19% | -2.03%-1.2pp | -2.00%-1.2pp | 2.81%-6.0pp |
| Employer contribution / active EE | $1,157 | $9,185-87.4% | $34,470-96.6% | $16,358-92.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |