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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $99,812 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $55,422 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $47,191 |
PKF O'CONNOR DAVIES, LLP2 years 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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 1.16% | -1.32%+2.5pp | -0.67%+1.8pp | 10.56%-9.4pp |
| Employer contribution / active EE | $14,812 | $18,687-20.7% | $31,731-53.3% | $13,643+8.6% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |