Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $73,660 |
Service code 11 · EIN 53-0181291 | Actuarial | $44,011 |
MITCHELL & TITUS, LLP6+ years Service code 10 · EIN 13-2781641 | Accounting | $24,562 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,999 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -14.04% | 2.77%-16.8pp | -11.06%-3.0pp | 2.77%-16.8pp |
| Employer contribution / active EE | $10,000 | $15,262-34.5% | $55,362-81.9% | $15,262-34.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |