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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $74,984 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $49,287 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $44,957 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF 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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 18.69% | 11.00%+7.7pp | 9.39%+9.3pp | 10.41%+8.3pp |
| Employer contribution / active EE | $11,662 | $16,132-27.7% | $33,466-65.2% | $14,691-20.6% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |