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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC Service code 51 · EIN 16-0995736 PO BOX 925 · FAIRPORT, NY 14450 | Investment Mgmt Fees | $18,526 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 34-1787882 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $7,707 |
GREEN HASSON JANKS1+ years Filed as: GREEN, HAINES, & SGAMBATI Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA EAST · YOUNGSTOWN, OH 44503 | Legal | $6,277 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,087 | $71,802-94.3% | $133,975-96.9% | $57,658-92.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -2.69% | 13.51%-16.2pp | 29.29%-32.0pp | 5.13%-7.8pp |
| Employer contribution / active EE | $1,393 | $3,161-55.9% | $5,211-73.3% | $1,974-29.4% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $33 | $88-61.9% | $9,324-99.6% | $95-64.7% |