Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 | Investment Management | $527,980 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $134,733 |
MALONEY & NOVOTNY LLC7+ years Service code 10 · EIN 34-0677006 | Accounting | $18,750 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -2.22% | 62.64%-64.9pp | -2.63%+0.4pp | 2.78%-5.0pp |
| Employer contribution / active EE | $94,340 | $9,627+879.9% | $29,813+216.4% | $15,276+517.6% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |