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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $396,004 |
BUCK GLOBAL, LLC8 years Service code 11 · EIN 13-3954297 | Actuarial | $105,329 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 6.99% | 7.03%0pp | 9.82%-2.8pp | 7.65%-0.7pp |
| Employer contribution / active EE | $10,877 | $15,106-28.0% | $30,322-64.1% | $20,582-47.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |