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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING AND NAPIER Service code 21 · EIN 16-0995736 | Bank Trustee | $30,093 |
EXETER TRUST COMPANY2 years Filed as: EXETER Service code 18 · EIN 02-0476209 | Custodial (other than securities) | $7,035 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -1.19% | -2.89%+1.7pp | -102.04%+100.8pp | 10.56%-11.8pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $36,232-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |