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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $49,281 |
MENGEL, METZGER, BARR & CO. LLP4+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $21,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,938 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $11,705 |
INVESCO3 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $6,908 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,138 | $98,982-55.4% | $162,177-72.8% | $65,185-32.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 5.75% | 24.84%-19.1pp | 115.60%-109.9pp | 29.38%-23.6pp |
| Employer contribution / active EE | $10,079 | $3,467+190.8% | $5,613+79.6% | $2,177+363.1% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $467 | $596-21.7% | $10,843-95.7% | $847-44.9% |