Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $432,694 |
SEI INVESTMENTS3 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $45,000 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $23,500 |
BAKER DAVIS RODERIQUE1 year Service code 10 · EIN 43-1870826 | Accounting | $21,100 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,736 | $225,489-34.0% | $81,726+82.0% | $93,223+59.5% |
| Participation rate | 95.8% | 80.7%+15.1pp | 72.0%+23.8pp | 74.9%+20.9pp |
| Annual return | 19.50% | 14.44%+5.1pp | 29.49%-10.0pp | 19.29%+0.2pp |
| Employer contribution / active EE | $5,524 | $3,151+75.3% | $4,311+28.1% | $2,680+106.1% |
| Participant deferral / active EE | $6,846 | $4,408+55.3% | $7,108-3.7% | $4,563+50.0% |
| Admin fee / account holder | $59 | $185-68.2% | $5,160-98.9% | $79-25.9% |