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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $302,947 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $55,394 |
VORYS, SATER, SEYMOUR & PEASE4+ years Service code 29 · EIN 31-4333125 | Legal | $30,000 |
SEI INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $27,592 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $25,977 |
Service code 10 · EIN 31-0800053 | Accounting | $12,250 |
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 | $125,948 | $66,650+89.0% | $92,916+35.5% | $67,584+86.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.37% | 92.64%-89.3pp | 109.45%-106.1pp | 378.59%-375.2pp |
| Employer contribution / active EE | $14,168 | $2,777+410.2% | $3,654+287.8% | $2,148+559.6% |
| Participant deferral / active EE | $17 | $3,160-99.5% | $4,238-99.6% | $3,540-99.5% |
| Admin fee / account holder | $372 | $199+86.7% | $5,796-93.6% | $142+161.2% |