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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995763 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Investment Management | $40,612 |
OSWALD FINANCIAL, INC.1+ years Service code 17 · EIN 34-1892136 1360 EAST 9TH STREET · CLEVELAND, OH 44114 | Pension Consulting | $29,683 |
EXETER TRUST COMPANY1+ years Service code 19 · EIN 02-0476209 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Securities Custodian | $16,951 |
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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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.68% | -5.77%+4.1pp | -3.43%+1.7pp | -2.16%+0.5pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |