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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $48,472 |
Service code 11 · EIN 53-0181291 | Actuarial | $39,948 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $24,562 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $6,402 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -21.16% | -17.00%-4.2pp | -11.06%-10.1pp | 39.82%-61.0pp |
| Employer contribution / active EE | $0 | $12,834-100.0% | $55,362-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |