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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $923,672 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $134,128 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $71,500 |
WILLIG, WILLIAMS & DAVIDSON9+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $46,865 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $37,014 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $35,636 |
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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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 8.97% | 5.54%+3.4pp | 8.92%0pp | 8.76%+0.2pp |
| Employer contribution / active EE | $16,554 | $6,639+149.3% | $24,457-32.3% | $16,664-0.7% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |