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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,001,049 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $377,479 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $19,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 6.23% | 20.91%-14.7pp | 793.01%-786.8pp | 627.08%-620.9pp |
| Employer contribution / active EE | $0 | $11,580-100.0% | $27,004-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |