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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $93,163 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 19 · EIN 06-6033492 | Securities Custodian | $15,043 |
EXETER TRUST COMPANY6+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $10,437 |
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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 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 17.31% | 8.70%+8.6pp | 6.78%+10.5pp | 9.29%+8.0pp |
| Employer contribution / active EE | $5,952 | $9,971-40.3% | $28,542-79.1% | $15,168-60.8% |
| Participant deferral / active EE | $760 | $861-11.7% | $763-0.4% | $67+1030.9% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |