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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 28 · EIN 04-2452803 | Investment Management | $32,314 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $30,339 |
MITCHELL & TITUS, LLP6+ years Service code 10 · EIN 13-2781641 | Accounting | $25,647 |
THE BANK OF NEW YORK MELLON5 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $7,484 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 14.85% | 10.83%+4.0pp | 1087.39%-1072.5pp | 627.08%-612.2pp |
| Employer contribution / active EE | $9,353 | $13,849-32.5% | $42,245-77.9% | $18,824-50.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |