Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $165,695 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $56,250 |
MALONEY & NOVOTNY LLC3+ years Service code 10 · EIN 34-0677006 | Accounting | $19,000 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 12.36% | 10.73%+1.6pp | 337.46%-325.1pp | 10.21%+2.2pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |