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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $169,917 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $55,230 |
BRENTWOOD1 year Service code 16 5999 RIDGEVIEW ST BLDG-B · CAMARILLO, CA 93012 | Consulting | $25,000 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $22,076 |
NORTHEAST ADVISORS, INC.2 years Service code 28 163 W LANCASTER AVE · PAOLI, PA 19301 | Investment Management | $20,000 |
LEGG MASON3 years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | -21.66% | 8.74%-30.4pp | 8.80%-30.5pp | 13.91%-35.6pp |
| Employer contribution / active EE | $0 | $30,619-100.0% | $29,429-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |