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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $141,440 |
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1503891 | Actuarial | $45,621 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $31,160 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $10,221 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 13.91% | 10.58%+3.3pp | 14.41%-0.5pp | 13.95%0pp |
| Employer contribution / active EE | $20,379 | $37,352-45.4% | $45,283-55.0% | $16,598+22.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |