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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $350,667 |
BCHR US ACQUISITIONS INC.6 years Service code 11 · EIN 83-1116912 | Actuarial | $314,435 |
CURTIS BLAKELY & CO.1 year Filed as: CURTIS, MALLETT-PREVOST, COLT & MOS Service code 29 101 PARK AVE · NEW YORK, NY 10178 | Legal | $68,059 |
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $16,772 |
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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 | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 11.43% | 8.44%+3.0pp | 8.61%+2.8pp | 13.05%-1.6pp |
| Employer contribution / active EE | $200,000 | $36,715+444.7% | $33,046+505.2% | $37,664+431.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |