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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 · EIN 04-2452803 | Advisory (Plan) | $334,168 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $91,539 |
SEI INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST CO Service code 19 · EIN 23-3060382 | Securities Custodian | $32,266 |
VORYS, SATER, SEYMOUR & PEASE6+ years Service code 29 · EIN 31-4333125 | Legal | $13,768 |
Service code 10 · EIN 31-0800053 | Accounting | $6,500 |
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 | $125,597 | $78,275+60.5% | $109,191+15.0% | $86,828+44.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 21.29% | 19.14%+2.1pp | 25.76%-4.5pp | 97.95%-76.7pp |
| Employer contribution / active EE | $11,528 | $3,105+271.3% | $3,723+209.6% | $2,406+379.1% |
| Participant deferral / active EE | $7 | $3,641-99.8% | $4,653-99.8% | $4,132-99.8% |
| Admin fee / account holder | $332 | $198+67.1% | $6,756-95.1% | $170+95.6% |