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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS Service code 27 · EIN 16-0995736 | Advisory (Plan) | $74,525 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $11,796 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -10.10% | -13.84%+3.7pp | -2.63%-7.5pp | -5.25%-4.9pp |
| Employer contribution / active EE | $0 | $9,473-100.0% | $29,813-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |