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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $84,240 |
Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Soft dollars commissions; Custodial (... | $24,764 |
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 | $128,008 | $63,346+102.1% | $92,240+38.8% | $70,126+82.5% |
| Participation rate | 99.0% | 68.7%+30.3pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 6.73% | 530.19%-523.5pp | 176.29%-169.6pp | 73.15%-66.4pp |
| Employer contribution / active EE | $7,300 | $2,471+195.4% | $3,680+98.4% | $2,343+211.6% |
| Participant deferral / active EE | $1,309 | $2,854-54.1% | $3,897-66.4% | $3,332-60.7% |
| Admin fee / account holder | $858 | $3,841-77.7% | $5,194-83.5% | $4,645-81.5% |