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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING AND NAPIER ADVISORS INC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $37,384 |
EXETER TRUST COMPANY2 years Service code 27 · EIN 02-0476209 | Advisory (Plan) | $6,320 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 20.07% | 9.03%+11.0pp | 90.61%-70.5pp | 627.08%-607.0pp |
| Employer contribution / active EE | $6,902 | $13,843-50.1% | $32,730-78.9% | $18,824-63.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |