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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 28 · EIN 04-2452803 | Investment Management | $314,681 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $59,502 |
BENEFITS MANAGEMENT GROUP, INC.4+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $22,702 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $20,642 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,267 | $407,990-87.2% | $121,220-56.9% | $75,289-30.6% |
| Participation rate | 89.6% | 59.5%+30.1pp | 71.8%+17.8pp | 72.4%+17.2pp |
| Annual return | -5.27% | 2.93%-8.2pp | 16.94%-22.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $5,643 | $1,846+205.7% | $4,023+40.3% | $2,405+134.6% |
| Participant deferral / active EE | $0 | $2,201-100.0% | $3,345-100.0% | $3,739-100.0% |
| Admin fee / account holder | $287 | $455-36.9% | $5,021-94.3% | $102+180.6% |