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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $51,807 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 19 · EIN 06-6033492 | Securities Custodian | $17,810 |
EXETER TRUST COMPANY1+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $7,365 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $59,553-100.0% | $83,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 77.9%-77.9pp | 15.7%-15.7pp |
| Annual return | -2.72% | -0.78%-1.9pp | -0.37%-2.3pp | -7.14%+4.4pp |
| Employer contribution / active EE | $7,609 | $11,650-34.7% | $27,460-72.3% | $14,613-47.9% |
| Participant deferral / active EE | $907 | $997-9.0% | $1,021-11.2% | $60+1408.2% |
| Admin fee / account holder | $0 | $1,768-100.0% | $3,063-100.0% | $1,191-100.0% |