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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $28,984 |
MENGEL, METZGER, BARR & CO. LLP10+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $25,500 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL COMPANY Service code 72 · EIN 80-0618452 | Other investment fees and expenses | $17,545 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $14,649 |
HGK3 years Filed as: HGK TRINITY STREET INTERNATIONAL Service code 72 · EIN 52-1296988 | Other investment fees and expenses | $14,057 |
Filed as: MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $11,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,064 | $90,170-26.7% | $150,734-56.2% | $69,733-5.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 7.82% | 16.56%-8.7pp | 600.81%-593.0pp | 15.22%-7.4pp |
| Employer contribution / active EE | $14,909 | $3,428+334.9% | $4,918+203.1% | $2,250+562.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $638 | $4,600-86.1% | $14,905-95.7% | $3,102-79.4% |