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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $156,687 |
BLITMAN & KING1 year Filed as: BILTMAN & KING Service code 29 · EIN 16-1047304 | Legal | $71,809 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $40,375 |
EFPR GROUP, CPAS, PLLC3+ years Filed as: EFPR GROUP CPAS, PLLC Service code 10 · EIN 47-4526160 | Accounting | $17,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6257133 | Custodial (other than securities); Di... | $16,652 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 10.87% | 20.36%-9.5pp | 1501.67%-1490.8pp | 20.87%-10.0pp |
| Employer contribution / active EE | $1,712 | $3,727-54.1% | $5,444-68.5% | $2,310-25.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |