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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS11+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $122,268 |
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 | Actuarial | $109,807 |
MATRIX TRUST COMPANY11+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $34,642 |
PKF O'CONNOR DAVIES, LLP9 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $19,665 |
Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $6,250 |
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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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 9.89% | 10.92%-1.0pp | 8.54%+1.3pp | 9.77%+0.1pp |
| Employer contribution / active EE | $7,690 | $19,775-61.1% | $26,203-70.7% | $13,890-44.6% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |