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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING AND NAPIER ADVISORS INC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $62,893 |
EXETER TRUST COMPANY6 years Service code 27 · EIN 02-0476209 | Advisory (Plan) | $10,455 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 11.82% | 7.03%+4.8pp | 9.82%+2.0pp | 7.65%+4.2pp |
| Employer contribution / active EE | $6,702 | $15,106-55.6% | $30,322-77.9% | $20,582-67.4% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |