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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $574,451 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $386,731 |
MEADEN & MOORE, LTD.7 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $22,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 3.25% | 9.49%-6.2pp | 15.31%-12.1pp | 9.89%-6.6pp |
| Employer contribution / active EE | $0 | $12,214-100.0% | $28,686-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |