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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $321,018 |
OCTOBER THREE CONSULTING LLC9 years Service code 11 · EIN 27-1503891 | Actuarial | $109,279 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $34,000 |
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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 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 7.23% | 7.78%-0.6pp | 8.04%-0.8pp | 8.21%-1.0pp |
| Employer contribution / active EE | $45,997 | $18,545+148.0% | $42,693+7.7% | $13,841+232.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |