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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 12900 HALL RD SUITE 500 · STERLING HEIGHTS, MI 48313 | Accounting | $22,500 |
SEI INVESTMENTS6 years Filed as: SEI INVESTMENTS COMPANY Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $6,485 |
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -2.43% | 7.25%-9.7pp | 5.16%-7.6pp | 8.21%-10.6pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,446-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |