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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 15 · EIN 04-2452803 | Recordkeeping | $62,068 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,952 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: ODONOGHUE & ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $15,639 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $14,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,219 | $60,545+16.0% | $92,240-23.9% | $69,631+0.8% |
| Participation rate | 59.8% | 72.2%-12.3pp | 76.5%-16.6pp | 70.7%-10.8pp |
| Annual return | 10.47% | 19.71%-9.2pp | 176.29%-165.8pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $3,901 | $2,633+48.2% | $3,680+6.0% | $2,032+92.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $270 | $145+86.7% | $5,194-94.8% | $110+144.7% |