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 & NAPIER4+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $94,317 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $13,507 |
D'ARCANGELO & CO., LLP4+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $12,700 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANSISCO, CA 94104 | Investment Management | $9,506 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Investment Management | $6,250 |
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 | $84,928 | $88,515-4.1% | $162,185-47.6% | $67,582+25.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 5.89% | 27.04%-21.1pp | 115.61%-109.7pp | 378.57%-372.7pp |
| Employer contribution / active EE | $5,729 | $3,563+60.8% | $5,613+2.1% | $2,148+166.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $642 | $124+418.8% | $10,844-94.1% | $142+350.9% |