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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 | $80,674+101.2% | $119,126+36.3% | $64,340+152.3% |
| Participation rate | 99.0% | 55.2%+43.8pp | 75.8%+23.2pp | 55.2%+43.8pp |
| Annual return | 8.46% | 26.86%-18.4pp | 282.11%-273.6pp | 24.14%-15.7pp |
| Employer contribution / active EE | $9,795 | $2,564+282.0% | $4,034+142.8% | $1,862+426.1% |
| Participant deferral / active EE | $2,423 | $3,053-20.7% | $5,318-54.4% | $2,980-18.7% |
| Admin fee / account holder | $1,447 | $4,559-68.3% | $10,693-86.5% | $3,703-60.9% |