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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 10 · EIN 16-0995736 | Accounting | $49,495 |
Service code 10 · EIN 16-1117932 | Accounting | $7,000 |
EXETER TRUST COMPANY4 years Filed as: EXETER TRUST Service code 31 · EIN 02-0476209 | Named fiduciary | $6,508 |
DEFINITI LLC1 year Service code 11 | Actuarial | $6,076 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -7.45% | -3.51%-3.9pp | -5.12%-2.3pp | -5.25%-2.2pp |
| Employer contribution / active EE | $2,062 | $11,313-81.8% | $31,020-93.4% | $15,161-86.4% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |