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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI - INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-3060382 | Securities Custodian | $249,038 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $134,662 |
SEI INVESTMENTS1 year Filed as: SEI - PRIVATE TRUST CO. Service code 27 · EIN 04-2452803 | Advisory (Plan) | $24,348 |
VORYS, SATER, SEYMOUR & PEASE8+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
Service code 10 · EIN 31-0800053 | Accounting | $14,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Direct payment from the plan; Custodi... | $14,135 |
HAMILTON CAPITAL LLC2 years Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $9,220 |
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 | $112,597 | $93,010+21.1% | $96,543+16.6% | $74,478+51.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -3.21% | 37.50%-40.7pp | 35.75%-39.0pp | 34.37%-37.6pp |
| Employer contribution / active EE | $14,401 | $3,427+320.2% | $3,741+285.0% | $2,637+446.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $289 | $633-54.4% | $6,737-95.7% | $347-16.7% |