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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,049,538 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $382,148 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $16,750 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor 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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -0.00% | -3.49%+3.5pp | 4.36%-4.4pp | 0.19%-0.2pp |
| Employer contribution / active EE | $10,386 | $17,891-42.0% | $27,383-62.1% | $13,763-24.5% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |