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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $45,478 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $25,535 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 1387 FAIRPORT RD BUILDING 700-SUITE · ROCHESTER, NY 14550 | Actuarial | $19,050 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $10,997 |
ROBERT PIZZO, ESQ.2+ years Filed as: ROBERT F. PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,203 |
Service code 49 · EIN 16-6093637 | Other Services | $7,753 |
EXETER TRUST COMPANY2+ years Filed as: EXETER TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $6,052 |
SCOTT DAVIGNON1 year Service code 50 · EIN 52-1210569 | Direct Payment | $5,500 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 8.58% | 11.16%-2.6pp | 10.36%-1.8pp | 10.41%-1.8pp |
| Employer contribution / active EE | $13,397 | $16,610-19.3% | $37,738-64.5% | $14,691-8.8% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |