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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995763 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Investment Management | $33,258 |
OSWALD FINANCIAL, INC.2+ years Service code 27 · EIN 34-1892136 1360 EAST 9TH STREET · CLEVELAND, OH 44114 | Advisory (Plan) | $21,478 |
EXETER TRUST COMPANY2+ years Service code 19 · EIN 02-0476209 290 WOODCLIFF ROAD · FAIRPORT, NY 14450 | Securities Custodian | $15,748 |
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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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 2.16% | 0.80%+1.4pp | 5.44%-3.3pp | 4.16%-2.0pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |