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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $81,488 |
Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Soft dollars commissions; Float reven... | $24,106 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,573 | $56,894+117.2% | $84,753+45.8% | $62,881+96.5% |
| Participation rate | 98.9% | 68.5%+30.4pp | 76.6%+22.4pp | 69.3%+29.6pp |
| Annual return | 0.12% | 6.30%-6.2pp | 22.78%-22.7pp | 20.14%-20.0pp |
| Employer contribution / active EE | $7,160 | $2,400+198.4% | $3,574+100.3% | $2,281+213.9% |
| Participant deferral / active EE | $1,175 | $2,709-56.6% | $3,712-68.3% | $3,203-63.3% |
| Admin fee / account holder | $852 | $3,581-76.2% | $5,333-84.0% | $4,296-80.2% |