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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $578,228 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $182,331 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $59,853 |
VORYS, SATER, SEYMOUR & PEASE5+ years Service code 29 · EIN 31-4333125 | Legal | $35,000 |
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $29,336 |
Filed as: P&P 189 H&W FUND ADMINISTRATORS Service code 23 · EIN 31-6035546 | Direct payment from the plan; Insuran... | $24,809 |
Service code 10 · EIN 31-0800053 | Accounting | $23,200 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -10.75% | 6.41%-17.2pp | 8.01%-18.8pp | 11.45%-22.2pp |
| Employer contribution / active EE | $11,525 | $11,592-0.6% | $29,476-60.9% | $17,219-33.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |