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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $45,021 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $19,445 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $15,200 |
KRISTINE VANFLEET1+ years Service code 30 · EIN 51-6029960 | Employee (plan) | $14,531 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,167 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,686 | $74,089-51.8% | $133,975-73.4% | $55,167-35.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -0.53% | 12.11%-12.6pp | 29.29%-29.8pp | 169.23%-169.8pp |
| Employer contribution / active EE | $5,348 | $3,064+74.6% | $5,211+2.6% | $1,963+172.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $492 | $458+7.4% | $9,324-94.7% | $504-2.4% |