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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $244,863 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-1461865 | Actuarial | $48,195 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $18,630 |
VERRILL DANA LLP8+ years Filed as: VERRILL DANA Service code 29 · EIN 01-1076171 | Legal | $16,230 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $2,278,297-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 5.6%-5.6pp | 9.9%-9.9pp |
| Annual return | -20.15% | -5.25%-14.9pp | 111.29%-131.4pp | -5.25%-14.9pp |
| Employer contribution / active EE | $0 | $15,161-100.0% | $46,003-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $62-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |