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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $43,373 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 1387 FAIRPORT RD BUILDING 700-SUITE · ROCHESTER, NY 14550 | Actuarial | $19,725 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $15,485 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $10,458 |
THE TRAVELERS INDEMNITY COMPANY1+ years Filed as: TRAVELERS INSURANCE Service code 23 ONE TOWER SQUARE · HARTFORD, CT 06183 | Direct payment from the plan; Insuran... | $8,608 |
Service code 10 · EIN 16-6093637 | Accounting | $7,752 |
ROBERT PIZZO, ESQ.1+ years Filed as: ROBERT F. PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $6,993 |
EXETER TRUST COMPANY1+ years Filed as: EXETER TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $5,808 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.51% | 5.68%-0.2pp | 4.74%+0.8pp | 4.56%+0.9pp |
| Employer contribution / active EE | $12,440 | $16,243-23.4% | $36,089-65.5% | $15,526-19.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |