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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995763 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Investment Management | $10,355 |
NATIONAL FINANCIAL SERVICES4 years Filed as: CG FINANCIAL SERVICES Service code 27 · EIN 38-3470125 15744 PEACOCK ROAD · HAZLETT, MI 48840 | Advisory (Plan) | $3,674 |
EXETER TRUST COMPANY8+ years Service code 19 · EIN 02-0476209 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Securities Custodian | $2,613 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -9.11% | -11.83%+2.7pp | -5.12%-4.0pp | -14.65%+5.5pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |