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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $611,854 |
Service code 14 · EIN 31-6035546 | Plan Administrator | $167,067 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $57,271 |
VORYS, SATER, SEYMOUR & PEASE2+ years Service code 29 · EIN 31-4333125 | Legal | $35,001 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $25,395 |
Service code 10 · EIN 31-0800053 | Accounting | $22,675 |
CHUBB1 year Filed as: CHUBB (FEDERAL INSURANCE COMPANY) Service code 23 · EIN 13-1963496 | Insurance services | $22,002 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,076 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.22% | 11.78%+1.4pp | 8.32%+4.9pp | 23.90%-10.7pp |
| Employer contribution / active EE | $10,538 | $11,309-6.8% | $30,793-65.8% | $16,539-36.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |