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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $336,524 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $85,391 |
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $29,759 |
VORYS, SATER, SEYMOUR & PEASE5+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
Service code 10 · EIN 31-0800053 | Accounting | $13,100 |
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 | $101,610 | $91,517+11.0% | $101,275+0.3% | $73,415+38.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -4.50% | 17.17%-21.7pp | 46.46%-51.0pp | 59.30%-63.8pp |
| Employer contribution / active EE | $12,202 | $2,877+324.2% | $3,660+233.4% | $2,234+446.3% |
| Participant deferral / active EE | $28 | $3,338-99.2% | $4,370-99.4% | $3,806-99.3% |
| Admin fee / account holder | $325 | $216+50.7% | $5,948-94.5% | $158+106.1% |