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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $54,464 |
IBEW LOCAL 840 PENSION FUND5+ years Service code 49 · EIN 16-6075984 | Other Services | $50,959 |
BONADIO & CO., LLP5+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
HUNTINGTON NATIONAL BANK5+ years Filed as: HUNTINGTON WEALTH ADVISORS Service code 28 180 E. BROAD ST. 1 · COLUMBUS, OH 43215 | Investment Management | $9,291 |
LIFETIME BENEFIT SOLUTIONS5+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $8,389 |
ROBERT PIZZO, ESQ.3 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $6,463 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $53,666 | $66,650-19.5% | $92,915-42.2% | $67,582-20.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 13.79% | 92.64%-78.8pp | 109.45%-95.7pp | 378.57%-364.8pp |
| Employer contribution / active EE | $2,691 | $2,777-3.1% | $3,653-26.3% | $2,148+25.3% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $618 | $199+210.6% | $5,796-89.3% | $142+334.6% |