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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING AND NAPIER Service code 21 · EIN 16-0995736 | Bank Trustee | $24,818 |
EXETER TRUST COMPANY1 year Filed as: EXETER Service code 18 · EIN 02-0476209 | Custodial (other than securities) | $6,680 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 11.18% | 9.55%+1.6pp | 10.16%+1.0pp | 10.41%+0.8pp |
| Employer contribution / active EE | $2,941 | $14,371-79.5% | $33,192-91.1% | $14,691-80.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |