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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $591,527 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $202,263 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $73,237 |
VORYS, SATER, SEYMOUR & PEASE6+ years Service code 29 · EIN 31-4333125 | Legal | $36,254 |
SEI INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $30,042 |
Service code 10 · EIN 31-0800053 | Accounting | $27,300 |
Filed as: P&P 189 H&W FUND ADMINISTRATORS Service code 23 · EIN 31-6035546 | Direct payment from the plan; Insuran... | $22,949 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 35.11% | 24.46%+10.6pp | 11.08%+24.0pp | 13.24%+21.9pp |
| Employer contribution / active EE | $10,760 | $11,981-10.2% | $28,418-62.1% | $14,616-26.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |