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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $68,225 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $31,505 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $16,633 |
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 6.60% | 11.44%-4.8pp | 9.07%-2.5pp | 11.84%-5.2pp |
| Employer contribution / active EE | $8,658 | $10,841-20.1% | $46,116-81.2% | $17,339-50.1% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |