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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 19 · EIN 23-3060382 | Securities Custodian | $737,194 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $214,212 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $59,180 |
VORYS, SATER, SEYMOUR & PEASE7+ years Service code 29 · EIN 31-4333125 | Legal | $35,001 |
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST CO Service code 27 · EIN 04-2452803 | Advisory (Plan) | $34,663 |
Service code 10 · EIN 31-0800053 | Accounting | $23,970 |
Filed as: P&P 189 H&W FUND ADMINISTRATORS Service code 23 · EIN 31-6035546 | Direct payment from the plan; Insuran... | $23,822 |
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $6,765 |
IFEBP1 year Service code 49 · EIN 39-1034021 | Other Services | $5,311 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $5,311 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 6.73% | -8.26%+15.0pp | -5.85%+12.6pp | 2.78%+3.9pp |
| Employer contribution / active EE | $11,127 | $12,543-11.3% | $31,839-65.1% | $15,276-27.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |