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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $390,807 |
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1503891 | Actuarial | $36,893 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $30,350 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 12.65% | 6915.14%-6902.5pp | 380.71%-368.1pp | 627.08%-614.4pp |
| Employer contribution / active EE | $9,929 | $39,618-74.9% | $45,089-78.0% | $18,824-47.3% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |