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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: JOHN W. BRISTOL & CO. INC. Service code 28 · EIN 13-2944656 | Investment Management | $96,917 |
MATRIX TRUST COMPANY8+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 50 · EIN 75-3182674 | Direct Payment | $61,145 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $49,990 |
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $14,750 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -16.39% | 13.34%-29.7pp | 0.46%-16.8pp | -5.25%-11.1pp |
| Employer contribution / active EE | $14,973 | $19,967-25.0% | $35,480-57.8% | $15,161-1.2% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |