Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 | Investment Management | $322,467 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $76,314 |
MALONEY & NOVOTNY LLC10+ years Service code 10 · EIN 34-0677006 | Accounting | $21,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 9.23% | 10.08%-0.9pp | 4.11%+5.1pp | 10.08%-0.9pp |
| Employer contribution / active EE | $0 | $15,414-100.0% | $20,922-100.0% | $15,414-100.0% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0 | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |