Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI - INVESTMENT MANAGEMENT CORP. Service code 19 · EIN 23-3060382 | Securities Custodian | $724,137 |
Filed as: P&P NO. 189 H&W FUND ADMINISTRATORS Service code 13 · EIN 31-6035546 | Contract Administrator | $354,058 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $61,695 |
VORYS, SATER, SEYMOUR & PEASE8+ years Service code 29 · EIN 31-4333125 | Legal | $34,999 |
Service code 10 · EIN 31-0800053 | Accounting | $25,160 |
SEI INVESTMENTS1 year Filed as: SEI - PRIVATE TRUST CO. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $24,076 |
IFEBP2 years Service code 49 · EIN 39-1034021 | Other Services | $9,427 |
HAMILTON CAPITAL LLC2 years Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $9,120 |
Service code 16 · EIN 52-1796473 | Consulting | $8,159 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $6,450 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $98,659 | $4,369,090-97.7% | $473,625-79.2% | $3,299,877-97.0% |
| Participation rate | 92.0% | 4.8%+87.2pp | 37.3%+54.7pp | 2.3%+89.7pp |
| Annual return | -5.04% | 7.15%-12.2pp | 20.18%-25.2pp | 37.77%-42.8pp |
| Employer contribution / active EE | $11,782 | $13,270-11.2% | $29,108-59.5% | $15,798-25.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $754 | $12,034-93.7% | $2,262-66.7% | $9,287-91.9% |