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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $177,848 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Float revenue; Soft dollars commissio... | $36,297 |
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 | $162,353 | $83,843+93.6% | $123,973+31.0% | $65,306+148.6% |
| Participation rate | 99.0% | 56.0%+43.0pp | 76.7%+22.4pp | 57.7%+41.3pp |
| Annual return | 8.46% | 19.87%-11.4pp | 388.13%-379.7pp | 21.94%-13.5pp |
| Employer contribution / active EE | $9,795 | $2,873+240.9% | $4,126+137.4% | $1,967+397.9% |
| Participant deferral / active EE | $2,423 | $2,997-19.2% | $5,247-53.8% | $2,959-18.1% |
| Admin fee / account holder | $1,447 | $4,735-69.4% | $11,799-87.7% | $3,480-58.4% |