Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $78,958 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $16,398 |
D'ARCANGELO & CO., LLP3+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $12,500 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Investment Management | $9,438 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Management | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,256 | $80,005+0.3% | $140,019-42.7% | $55,725+44.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 3.95% | 0.46%+3.5pp | 651.17%-647.2pp | 244.93%-241.0pp |
| Employer contribution / active EE | $4,906 | $3,403+44.2% | $5,605-12.5% | $2,078+136.1% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $574 | $116+396.4% | $10,705-94.6% | $115+398.6% |