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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Filed as: MANNING AND NAPIER ADVISORS INC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $36,302 |
EXETER TRUST COMPANY5 years Service code 27 · EIN 02-0476209 | Advisory (Plan) | $8,584 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 14.08% | 9.92%+4.2pp | 32.33%-18.2pp | 22.81%-8.7pp |
| Employer contribution / active EE | $7,750 | $16,139-52.0% | $33,956-77.2% | $18,290-57.6% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |