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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $368,061 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $88,865 |
VORYS, SATER, SEYMOUR & PEASE1+ years Service code 29 · EIN 31-4333125 | Legal | $28,246 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $23,903 |
FRUSH & ASSOCIATES, INC.1+ years Filed as: FRUSH & ASSOCIATES INC Service code 10 · EIN 31-1308134 | Accounting | $11,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,896 | $57,921+82.8% | $84,753+24.9% | $57,661+83.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.70% | 10.24%-10.9pp | 22.78%-23.5pp | 5.13%-5.8pp |
| Employer contribution / active EE | $11,075 | $2,598+326.2% | $3,574+209.8% | $1,974+461.1% |
| Participant deferral / active EE | $18 | $2,742-99.3% | $3,712-99.5% | $3,061-99.4% |
| Admin fee / account holder | $453 | $130+249.6% | $5,333-91.5% | $95+379.6% |