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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 | Bank Trustee | $2,226,004 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $147,703 |
AMANDA SNIDER DOREN2 years Filed as: AMANDA YOUNG Service code 30 · EIN 36-6219639 | Employee (plan) | $108,236 |
Service code 29 · EIN 36-2744057 | Legal | $91,728 |
DEBORAH DANNER1 year Filed as: DEBORAH FRENCH Service code 30 · EIN 36-6219639 | Employee (plan) | $87,974 |
Service code 16 · EIN 52-1796473 | Consulting | $70,584 |
DAVID ROMANO2 years Filed as: DAVID UGARTE Service code 30 · EIN 36-6219639 | Employee (plan) | $63,758 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $56,549 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $41,210 |
ALEXANDRIA ALEJANDRES1 year Service code 30 · EIN 36-6219639 | Employee (plan) | $38,659 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -1.82% | 7.95%-9.8pp | 20.18%-22.0pp | 9.11%-10.9pp |
| Employer contribution / active EE | $23,707 | $14,684+61.5% | $29,108-18.6% | $12,231+93.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |