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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $77,792 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $20,597 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $12,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $9,236 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Management | $5,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,033 | $71,802-1.1% | $133,975-47.0% | $57,658+23.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.30% | 13.51%-7.2pp | 29.29%-23.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $4,316 | $3,161+36.5% | $5,211-17.2% | $1,974+118.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $482 | $88+450.3% | $9,324-94.8% | $95+410.4% |