Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $371,774 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1503891 | Actuarial | $33,640 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $29,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -7.71% | -2.53%-5.2pp | -61.72%+54.0pp | -0.69%-7.0pp |
| Employer contribution / active EE | $32,486 | $37,001-12.2% | $47,703-31.9% | $16,786+93.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |