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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 28 · EIN 04-2452803 | Investment Management | $248,315 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $46,510 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $22,000 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 12 · EIN 20-0188125 | Claims processing | $18,063 |
Filed as: JACOB, BURNS, ORLOVE Service code 22 · EIN 36-2425981 | Insurance Broker | $12,257 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,933 | $43,453+17.2% | $109,313-53.4% | $63,975-20.4% |
| Participation rate | 80.2% | 59.3%+20.9pp | 71.3%+8.9pp | 71.1%+9.0pp |
| Annual return | 4.65% | 9.85%-5.2pp | 22.07%-17.4pp | 48.65%-44.0pp |
| Employer contribution / active EE | $3,440 | $1,799+91.2% | $3,892-11.6% | $2,182+57.7% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $249 | $79+214.9% | $5,666-95.6% | $70+252.9% |