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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $85,296 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $58,143 |
MATRIX TRUST COMPANY5+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $50,740 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $13,500 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 24.55% | 12.03%+12.5pp | 12.93%+11.6pp | 13.59%+11.0pp |
| Employer contribution / active EE | $14,904 | $19,417-23.2% | $35,210-57.7% | $14,592+2.1% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |