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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $37,385 |
SEI INVESTMENTS1 year Service code 28 · EIN 04-2452803 | Investment Management | $31,918 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $22,738 |
Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $11,039 |
GAMCO ASSET MANAGEMENT1 year Service code 28 · EIN 13-4044521 | Investment Management | $6,876 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 7.08% | 5.83%+1.2pp | 4.07%+3.0pp | 7.18%-0.1pp |
| Employer contribution / active EE | $11,927 | $11,683+2.1% | $45,149-73.6% | $13,095-8.9% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |