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 INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $448,980 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $132,106 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 50 · EIN 31-1582098 | Direct Payment | $64,500 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $41,370 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -1.64% | -1.21%-0.4pp | -0.41%-1.2pp | 0.19%-1.8pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |