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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $551,786 |
Service code 14 · EIN 31-6035546 | Plan Administrator | $166,706 |
VORYS, SATER, SEYMOUR & PEASE4+ years Service code 29 · EIN 31-4333125 | Legal | $54,999 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $54,756 |
SEI INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $28,314 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $27,384 |
Service code 10 · EIN 31-0800053 | Accounting | $22,500 |
Filed as: INTERNATIONAL FOUNDATION OF Service code 17 EMPLOYEE BENEFIT PLANS · BROOKFIELD, WI 53045 | Pension Consulting | $10,744 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.63% | 10.27%-7.6pp | 10.56%-7.9pp | 53.27%-50.6pp |
| Employer contribution / active EE | $12,007 | $12,273-2.2% | $30,199-60.2% | $14,774-18.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |