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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $46,282 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $22,500 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 06-1331738 | Securities Custodian | $11,285 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $5,500 |
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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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -4.46% | -2.89%-1.6pp | -102.04%+97.6pp | 10.56%-15.0pp |
| Employer contribution / active EE | $5,217 | $14,715-64.5% | $36,232-85.6% | $13,643-61.8% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |