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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $146,550 |
Service code 18 · EIN 25-1689052 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Custodial (other than securities); Cu... | $29,243 |
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 | $136,049 | $69,383+96.1% | $101,264+34.4% | $73,493+85.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.91% | 18.46%-7.5pp | 46.48%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $7,371 | $2,628+180.5% | $3,660+101.4% | $2,270+224.7% |
| Participant deferral / active EE | $1,834 | $3,301-44.4% | $4,370-58.0% | $3,740-51.0% |
| Admin fee / account holder | $1,221 | $704+73.5% | $5,947-79.5% | $513+137.9% |