Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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; Custodial (securities)... | $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 | $83,369+94.7% | $105,223+54.3% | $67,986+138.8% |
| Participation rate | 99.0% | 56.3%+42.7pp | 75.0%+24.0pp | 57.2%+41.8pp |
| Annual return | 8.46% | 24.64%-16.2pp | 180.65%-172.2pp | 31.67%-23.2pp |
| Employer contribution / active EE | $9,795 | $2,541+285.5% | $3,689+165.6% | $2,019+385.2% |
| Participant deferral / active EE | $2,423 | $3,295-26.5% | $5,072-52.2% | $3,358-27.9% |
| Admin fee / account holder | $1,447 | $4,073-64.5% | $8,859-83.7% | $3,203-54.8% |