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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $267,575 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $75,551 |
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $26,859 |
CHUBB1 year Service code 23 · EIN 13-1963496 | Insurance services | $22,287 |
VORYS, SATER, SEYMOUR & PEASE3+ years Service code 29 · EIN 31-4333125 | Legal | $16,250 |
Service code 10 · EIN 31-0800053 | Accounting | $12,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 | Consulting | $5,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,256 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,388 | $56,443+106.2% | $83,831+38.8% | $55,727+108.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.04% | 393.67%-387.6pp | 850.99%-844.9pp | 244.94%-238.9pp |
| Employer contribution / active EE | $11,809 | $2,682+340.4% | $3,631+225.2% | $2,078+468.2% |
| Participant deferral / active EE | $11 | $2,965-99.6% | $4,082-99.7% | $3,356-99.7% |
| Admin fee / account holder | $339 | $156+117.0% | $5,479-93.8% | $115+194.3% |