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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $47,607 |
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $23,353 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 06-1331738 | Securities Custodian | $11,359 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $6,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 12.51% | 9.55%+3.0pp | 10.16%+2.4pp | 10.41%+2.1pp |
| Employer contribution / active EE | $3,222 | $14,371-77.6% | $33,192-90.3% | $14,691-78.1% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |