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 10 · EIN 23-3060382 | Accounting | $219,130 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $68,219 |
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 | $38,981-100.0% | $38,981-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 1.72% | 9.97%-8.2pp | 11.38%-9.7pp | 9.30%-7.6pp |
| Employer contribution / active EE | $0 | $28,819-100.0% | $18,467-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |