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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $61,369 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 19 · EIN 06-6033492 | Securities Custodian | $16,469 |
EXETER TRUST COMPANY3+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $8,589 |
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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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 14.17% | 10.61%+3.6pp | 9.35%+4.8pp | 10.41%+3.8pp |
| Employer contribution / active EE | $5,227 | $8,724-40.1% | $25,504-79.5% | $14,691-64.4% |
| Participant deferral / active EE | $931 | $552+68.6% | $1,066-12.7% | $58+1500.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |