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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Service code 28 · EIN 04-2452803 | Investment Management | $337,353 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $83,180 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $24,584 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $23,690 |
Service code 29 · EIN 36-2425981 | Legal | $5,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,007 | $53,911+7.6% | $130,660-55.6% | $77,775-25.4% |
| Participation rate | 76.0% | 60.2%+15.7pp | 71.7%+4.2pp | 73.2%+2.7pp |
| Annual return | 10.05% | 21.93%-11.9pp | 1709.29%-1699.2pp | 32.58%-22.5pp |
| Employer contribution / active EE | $4,493 | $1,826+146.1% | $4,092+9.8% | $2,504+79.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $290 | $129+125.1% | $5,463-94.7% | $100+189.5% |