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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $1,057,684 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $110,650 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $54,574 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $46,995 |
WILLIG, WILLIAMS & DAVIDSON7+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $38,513 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $36,390 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -6.71% | 62.64%-69.4pp | -2.63%-4.1pp | 2.77%-9.5pp |
| Employer contribution / active EE | $12,305 | $9,627+27.8% | $29,813-58.7% | $15,262-19.4% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |