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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Service code 21 · EIN 04-2452803 | Bank Trustee | $359,190 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $21,450 |
BANSLEY AND KIENER, LLP3 years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $18,000 |
Service code 29 · EIN 36-2425981 | Legal | $11,755 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $3,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,684 | $52,523-14.9% | $117,529-62.0% | $77,906-42.6% |
| Participation rate | 42.5% | 61.6%-19.1pp | 70.6%-28.1pp | 73.7%-31.2pp |
| Annual return | -9.87% | -13.76%+3.9pp | 29.77%-39.6pp | 12.16%-22.0pp |
| Employer contribution / active EE | $1,431 | $2,166-33.9% | $4,179-65.7% | $2,846-49.7% |
| Participant deferral / active EE | $0 | $3,087-100.0% | $4,072-100.0% | $4,805-100.0% |
| Admin fee / account holder | $285 | $99+186.7% | $5,645-95.0% | $133+114.6% |