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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $77,510 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $48,010 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $39,373 |
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $13,000 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.66% | 4.23%+3.4pp | 3.97%+3.7pp | 4.56%+3.1pp |
| Employer contribution / active EE | $11,060 | $16,147-31.5% | $28,168-60.7% | $15,526-28.8% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |