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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $375,821 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $76,072 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $24,935 |
CHUBB1 year Filed as: CHUBB (FEDERAL INSURANCE COMPANY) Service code 23 · EIN 13-1963496 | Insurance services | $21,751 |
VORYS, SATER, SEYMOUR & PEASE2+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
Service code 10 · EIN 31-0800053 | Accounting | $14,775 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,041 |
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 | $111,072 | $60,545+83.5% | $92,240+20.4% | $69,634+59.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.38% | 19.71%-11.3pp | 176.29%-167.9pp | 27572.26%-27563.9pp |
| Employer contribution / active EE | $10,894 | $2,633+313.7% | $3,680+196.1% | $2,032+436.1% |
| Participant deferral / active EE | $6 | $2,828-99.8% | $3,897-99.8% | $3,224-99.8% |
| Admin fee / account holder | $429 | $145+196.6% | $5,194-91.7% | $110+288.8% |