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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $91,407 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 50 · EIN 75-3182674 | Direct Payment | $52,977 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $50,806 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $13,750 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 18.14% | 8.57%+9.6pp | 7.87%+10.3pp | 9.29%+8.9pp |
| Employer contribution / active EE | $16,075 | $19,481-17.5% | $31,784-49.4% | $15,168+6.0% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |