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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $114,101 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $83,215 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $66,442 |
PKF O'CONNOR DAVIES, LLP8 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $16,075 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 16.14% | 10.25%+5.9pp | 8.34%+7.8pp | 8.21%+7.9pp |
| Employer contribution / active EE | $5,659 | $16,685-66.1% | $30,790-81.6% | $13,841-59.1% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |