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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 | $80,674-18.1% | $119,126-44.5% | $64,340+2.7% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 7.82% | 26.86%-19.0pp | 282.11%-274.3pp | 24.14%-16.3pp |
| Employer contribution / active EE | $14,909 | $2,564+481.4% | $4,034+269.6% | $1,862+700.9% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $638 | $4,559-86.0% | $10,693-94.0% | $3,703-82.8% |