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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $250,361 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $52,342 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $20,183 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $19,614 |
Filed as: JACOB, BURNS, ORLOVE Service code 29 · EIN 36-2425981 | Legal | $14,959 |
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 | $53,678 | $52,149+2.9% | $122,354-56.1% | $77,958-31.1% |
| Participation rate | 91.4% | 58.6%+32.8pp | 71.6%+19.8pp | 71.6%+19.7pp |
| Annual return | 16.39% | 17.75%-1.4pp | 30.28%-13.9pp | 20.87%-4.5pp |
| Employer contribution / active EE | $4,828 | $1,750+175.9% | $4,051+19.2% | $2,310+108.9% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $225 | $93+141.6% | $5,479-95.9% | $97+131.2% |