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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $32,672 |
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $18,888 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 06-1331738 | Securities Custodian | $11,828 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $5,550 |
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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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 16.01% | 9.03%+7.0pp | 90.61%-74.6pp | 9.29%+6.7pp |
| Employer contribution / active EE | $6,898 | $14,065-51.0% | $32,730-78.9% | $15,168-54.5% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |