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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $86,168 |
MENGEL, METZGER, BARR & CO. LLP5+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $19,600 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $14,916 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,000 |
INVESCO4 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $8,224 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,232 | $136,307-65.3% | $177,821-73.4% | $73,488-35.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 8.42% | 18.68%-10.3pp | 48.32%-39.9pp | 28.51%-20.1pp |
| Employer contribution / active EE | $10,448 | $3,712+181.5% | $5,918+76.5% | $2,270+360.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $576 | $596-3.3% | $12,427-95.4% | $513+12.3% |