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| Provider | Service type | Compensation |
|---|---|---|
BCHR US ACQUISITIONS INC.5 years Service code 11 · EIN 83-1116912 | Actuarial | $377,964 |
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $356,525 |
SEI INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $17,712 |
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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 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 4.88% | 8.30%-3.4pp | 8.54%-3.7pp | 24.44%-19.6pp |
| Employer contribution / active EE | $666,667 | $41,025+1525.0% | $37,153+1694.4% | $41,348+1512.4% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |