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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,067,781 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $515,150 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $16,750 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $13,024 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 15.34% | 12.38%+3.0pp | 10.53%+4.8pp | 23.90%-8.6pp |
| Employer contribution / active EE | $29,744 | $23,325+27.5% | $29,360+1.3% | $16,539+79.8% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |