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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $88,604 |
Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Soft dollars commissions; Custodial (... | $25,392 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,445 | $145,904-14.7% | $83,850+48.4% | - |
| Participation rate | 100.0% | 64.1%+35.9pp | 76.1%+23.9pp | - |
| Annual return | 4.91% | -3.19%+8.1pp | 850.92%-846.0pp | - |
| Employer contribution / active EE | $7,402 | $1,734+326.8% | $3,631+103.9% | - |
| Participant deferral / active EE | $1,502 | $2,760-45.6% | $4,082-63.2% | - |
| Admin fee / account holder | $870 | $8,727-90.0% | $5,478-84.1% | - |