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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-3060382 | Securities Custodian | $341,671 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $93,981 |
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST CO Service code 27 · EIN 04-2452803 | Advisory (Plan) | $35,070 |
VORYS, SATER, SEYMOUR & PEASE7+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
Service code 10 · EIN 31-0800053 | Accounting | $13,055 |
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $6,990 |
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 | $124,386 | $76,774+62.0% | $112,270+10.8% | $77,906+59.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 1.81% | -10.25%+12.1pp | 27.49%-25.7pp | 12.16%-10.3pp |
| Employer contribution / active EE | $9,435 | $3,977+137.3% | $3,635+159.5% | $2,846+231.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $343 | $239+43.7% | $6,411-94.6% | $133+159.0% |