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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING AND NAPIER ADVISORS INC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $52,170 |
EXETER TRUST COMPANY3 years Service code 27 · EIN 02-0476209 | Advisory (Plan) | $7,765 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 12.34% | 10.11%+2.2pp | 10.75%+1.6pp | 11.84%+0.5pp |
| Employer contribution / active EE | $8,196 | $14,976-45.3% | $35,170-76.7% | $17,339-52.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |