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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS Service code 27 · EIN 16-0995736 | Advisory (Plan) | $45,045 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $9,103 |
ARNETT CARBIS TOOTHMAN LLP2 years Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 | Accounting | $7,400 |
EXETER TRUST COMPANY1 year Filed as: EXETER TRUST Service code 19 · EIN 02-0476209 NEW YORK REPRESENTATIVE OFFICE · FAIRPORT, NY 14450 | Securities Custodian | $7,141 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 82-1667008 | Actuarial | $6,625 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 6.67% | 13.23%-6.6pp | -100.31%+107.0pp | 13.59%-6.9pp |
| Employer contribution / active EE | $0 | $9,675-100.0% | $18,686-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |