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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $557,289 |
Service code 14 · EIN 31-6035546 | Plan Administrator | $165,923 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $65,493 |
VORYS, SATER, SEYMOUR & PEASE3+ years Service code 29 · EIN 31-4333125 | Legal | $35,900 |
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $27,881 |
CHUBB1 year Service code 23 · EIN 13-1963496 | Insurance services; Direct payment fr... | $22,805 |
Service code 10 · EIN 31-0800053 | Accounting | $22,000 |
Filed as: INTERNATIONAL FOUNDATION OF Service code 17 EMPLOYEE BENEFIT PLANS · BROOKFIELD, WI 53045 | Pension Consulting | $5,457 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,332 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.58% | 4.25%+4.3pp | -752.26%+760.8pp | 0.19%+8.4pp |
| Employer contribution / active EE | $11,377 | $11,906-4.4% | $31,802-64.2% | $13,763-17.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |