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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $140,598 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $82,044 |
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL RAPPOLD & YURASITS, LLP Service code 10 · EIN 23-1386942 | Accounting | $7,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 13.38% | 8.82%+4.6pp | 7.69%+5.7pp | 9.89%+3.5pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,501-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |