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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $276,143 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $57,814 |
Filed as: JACOB, BURNS, ORLOVE Service code 22 · EIN 36-2425981 | Insurance Broker | $22,052 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $19,000 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 12 · EIN 20-0188125 | Claims processing | $17,025 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,496 | $38,312+26.6% | $100,671-51.8% | $59,188-18.1% |
| Participation rate | 75.9% | 57.4%+18.5pp | 70.7%+5.2pp | 69.4%+6.5pp |
| Annual return | 0.12% | 2.64%-2.5pp | 20.43%-20.3pp | 5.51%-5.4pp |
| Employer contribution / active EE | $2,587 | $1,183+118.7% | $4,012-35.5% | $2,098+23.3% |
| Participant deferral / active EE | $0 | $1,847-100.0% | $3,144-100.0% | $3,265-100.0% |
| Admin fee / account holder | $285 | $68+320.5% | $4,850-94.1% | $92+208.9% |