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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6 years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $84,288 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Actuarial | $44,572 |
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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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 9.07% | 3.77%+5.3pp | 6.70%+2.4pp | 13.05%-4.0pp |
| Employer contribution / active EE | $9,606 | $35,747-73.1% | $25,217-61.9% | $37,664-74.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |