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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 21 · EIN 16-0995736 | Bank Trustee | $28,683 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $12,200 |
LIFETIME BENEFIT SOLUTIONS2+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,267 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,060-100.0% | $149,721-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 5.57% | 27.46%-21.9pp | 1501.67%-1496.1pp | 73.15%-67.6pp |
| Employer contribution / active EE | $4,080 | $3,661+11.4% | $5,444-25.1% | $2,343+74.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |