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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $105,571 |
MENGEL, METZGER, BARR & CO. LLP7+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $22,000 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $18,735 |
Filed as: MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $13,558 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
INVESCO6 years Service code 72 · EIN 26-6399613 | Other investment fees and expenses | $8,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,375 | $64,176-21.5% | $112,249-55.1% | $66,938-24.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -10.61% | -13.80%+3.2pp | 27.48%-38.1pp | 1.58%-12.2pp |
| Employer contribution / active EE | $10,115 | $3,007+236.4% | $3,636+178.2% | $2,545+297.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $732 | $626+16.9% | $6,412-88.6% | $594+23.3% |