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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,003,688 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $363,609 |
ISIO GROUP LIMITED1 year Service code 27 | Advisory (Plan) | $27,163 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $21,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -8.15% | -15.49%+7.3pp | -4.80%-3.3pp | 39.82%-48.0pp |
| Employer contribution / active EE | $15,385 | $9,399+63.7% | $30,897-50.2% | $19,980-23.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |