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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 28 · EIN 04-2452803 | Investment Management | $327,227 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $70,286 |
BENEFITS MANAGEMENT GROUP, INC.6+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $22,315 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $20,000 |
Service code 29 · EIN 36-2425981 | Legal | $8,286 |
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 | $56,437 | $54,121+4.3% | $134,162-57.9% | $73,412-23.1% |
| Participation rate | 72.3% | 64.4%+8.0pp | 72.2%+0.1pp | 72.2%+0.1pp |
| Annual return | 7.65% | -312.52%+320.2pp | 36.35%-28.7pp | 59.30%-51.6pp |
| Employer contribution / active EE | $2,872 | $1,402+104.9% | $3,705-22.5% | $2,234+28.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,500-100.0% | $3,806-100.0% |
| Admin fee / account holder | $288 | $132+117.7% | $6,685-95.7% | $158+82.5% |