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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $65,988 |
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $14,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 06-1331738 | Securities Custodian | $11,225 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $7,400 |
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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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 15.93% | 12.39%+3.5pp | 20.73%-4.8pp | 13.59%+2.3pp |
| Employer contribution / active EE | $4,258 | $14,456-70.5% | $36,503-88.3% | $14,592-70.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |